SH
Svenska Handelsbanken Portfolio holdings
AUM
$106M
1-Year Return
29.59%
This Quarter Return
-0.51%
1 Year Return
-29.59%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.63B
AUM Growth
+$704M
(+76%)
Cap. Flow
+$716M
Cap. Flow
% of AUM
43.84%
Top 10 Holdings %
Top 10 Hldgs %
60.18%
Holding
127
New
22
Increased
22
Reduced
21
Closed
21
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
+$132M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$93.5M |
| 3 |
PepsiCo
PEP
|
+$84.8M |
| 4 |
Walmart
WMT
|
+$65.7M |
| 5 |
MetLife
MET
|
+$58.1M |
Top Sells
| 1 |
Exxon Mobil
XOM
|
+$40.9M |
| 2 |
Johnson Controls International
JCI
|
+$38.3M |
| 3 |
AbbVie
ABBV
|
+$33.9M |
| 4 |
Microsoft
MSFT
|
+$32.1M |
| 5 |
Qualcomm
QCOM
|
+$27M |
Sector Composition
| 1 | Financials | 24.47% |
| 2 | Technology | 16.48% |
| 3 | Communication Services | 13.14% |
| 4 | Healthcare | 10.73% |
| 5 | Consumer Staples | 10.01% |