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
$1.19B
AUM Growth
-$442M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$87.3M
2
+$34.7M
3
+$30.8M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$22.9M
5
FRC
First Republic Bank
FRC
+$647K

Top Sells

1
+$164M
2
+$145M
3
+$86.7M
4
MRK icon
Merck
MRK
+$58.2M
5
LLY icon
Eli Lilly
LLY
+$57.6M

Sector Composition

1 Financials 30.51%
2 Consumer Staples 13.24%
3 Consumer Discretionary 12.68%
4 Technology 11.63%
5 Energy 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-88,324
102
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103
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-3,161,647
104
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-149,179
105
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-15,045
106
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-1,400,000
107
– –
-49,842
108
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-41,499
109
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-598,814
110
– –
-91,316
111
– –
-43,193
112
– –
-11,500
1 2 3 4
5