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
+$1.73B
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
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