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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
$1.63B
AUM Growth
+$704M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$137M
2
+$96.5M
3
+$82.6M
4
MET icon
MetLife
MET
+$63.8M
5
WMT icon
Walmart Inc
WMT
+$62.5M

Top Sells

1
+$40.9M
2
+$38.3M
3
+$33.4M
4
MSFT icon
Microsoft
MSFT
+$32.1M
5
BAC icon
Bank of America
BAC
+$28.1M

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
101
$316K 0.02%
8,300
102
$308K 0.02%
2,660
103
$282K 0.02%
5,110
104
$281K 0.02%
5,400
105
$243K 0.01%
2,331
106
$221K 0.01%
+259
107
– –
-65,700
108
– –
-16,517
109
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-39,674
110
– –
-45,041
111
– –
-244,388
112
– –
-18,000
113
– –
-17,235
114
– –
-732,718
115
– –
-38,676
116
– –
-5,000
117
– –
-939,630
118
– –
-60,000
119
– –
-580,932
120
– –
-93,454
121
– –
-528,653
122
– –
-521,503
123
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-244,710
124
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-489,793
125
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-306,386
2 3 4
5
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