SH

Svenska Handelsbanken Portfolio holdings

AUM $1.38M
1-Year Est. Return 61.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+61.04%
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 +$1.73B
2 +$810K
3 +$619K
4
PFE icon
Pfizer
PFE
+$558K
5
EWBC icon
East-West Bancorp
EWBC
+$533K

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
-5,099,656
77
-815,737
78
-121,900
79
-807,853
80
-52,000
81
-23,185
82
-167,525
83
-746,986
84
-319,408
85
-2,700,000
86
-57,545
87
-24,535
88
-1,400,000
89
-204
90
-2,436,598
91
-17,719
92
-31,455
93
-225,000