SH

Svenska Handelsbanken Portfolio holdings

AUM $1.21M
1-Year Est. Return 6.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-6.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.93B
AUM Growth
+$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$1.74B
2 +$808K
3 +$790K
4
EWBC icon
East-West Bancorp
EWBC
+$610K
5
PFE icon
Pfizer
PFE
+$563K

Top Sells

1 +$202M
2 +$105M
3 +$88.7M
4
BAC icon
Bank of America
BAC
+$84.8M
5
WMT icon
Walmart Inc
WMT
+$64.9M

Sector Composition

1 Technology 0.42%
2 Communication Services 0.4%
3 Financials 0.37%
4 Healthcare 0.35%
5 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-23,185
77
-52,000
78
-807,853
79
-121,900
80
-815,737
81
-5,099,656
82
-8,200
83
-260,000
84
-170,628
85
-1,356,366
86
-22,619
87
-428,828
88
-33,035
89
-19,047
90
-5,420,600
91
-210,800
92
-13,913
93
-225,000