SH

Svenska Handelsbanken Portfolio holdings

AUM $286M
1-Year Est. Return 38.01%
This Quarter Est. Return
1 Year Est. Return
-38.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.63B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$132M
2
+$93.5M
3
+$84.8M
4
WMT icon
Walmart
WMT
+$65.7M
5
MET icon
MetLife
MET
+$58.1M

Top Sells

1
+$40.9M
2
+$38.3M
3
+$33.9M
4
MSFT icon
Microsoft
MSFT
+$32.1M
5
QCOM icon
Qualcomm
QCOM
+$27M

Sector Composition

1 Financials 24.47%
2 Technology 16.48%
3 Communication Services 13.14%
4 Healthcare 10.73%
5 Consumer Staples 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$677K 0.04%
9,200
77
$672K 0.04%
5,500
78
$651K 0.04%
11,800
79
$645K 0.04%
24,600
80
$643K 0.04%
17,800
81
$639K 0.04%
9,000
82
$634K 0.04%
+5,500
83
$633K 0.04%
23,400
84
$616K 0.04%
11,500
85
$605K 0.04%
5,100
-16,300
86
$594K 0.04%
8,200
87
$576K 0.04%
9,200
88
$570K 0.03%
9,200
-547,365
89
$563K 0.03%
3,700
90
$549K 0.03%
3,508
91
$547K 0.03%
25,800
92
$528K 0.03%
3,200
93
$520K 0.03%
6,500
94
$514K 0.03%
29,600
95
$493K 0.03%
11,200
96
$479K 0.03%
47,561
97
$454K 0.03%
4,600
98
$418K 0.03%
6,500
99
$403K 0.02%
+11,800
100
$349K 0.02%
+5,200
2 3
4
5 6