SH

Svenska Handelsbanken Portfolio holdings

AUM $286M
1-Year Est. Return 38.01%
This Quarter Est. Return
1 Year Est. Return
-38.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$74M
AUM Growth
+$351K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$636K
3
+$614K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$534K
5
UNH icon
UnitedHealth
UNH
+$529K

Top Sells

1
+$1.07M
2
+$735K
3
+$569K
4
NVDA icon
NVIDIA
NVDA
+$484K
5
ANSS
Ansys
ANSS
+$457K

Sector Composition

1 Financials 17.6%
2 Consumer Discretionary 16.5%
3 Technology 14.98%
4 Communication Services 13.22%
5 Healthcare 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.78M 6.45%
25,300
+5,300
2
$3.33M 4.5%
28,050
-4,800
3
$3.31M 4.48%
54,500
+10,100
4
$3.24M 4.38%
14,700
+2,400
5
$2.59M 3.5%
37,500
6
$2.57M 3.48%
17,000
+2,900
7
$2.36M 3.19%
55,600
8
$2.31M 3.12%
44,080
+10,000
9
$2.25M 3.04%
21,700
10
$2.21M 2.98%
12,500
11
$1.98M 2.68%
22,900
12
$1.87M 2.53%
25,970
-3,630
13
$1.84M 2.49%
46,400
14
$1.8M 2.44%
24,500
15
$1.78M 2.41%
13,000
16
$1.74M 2.35%
1,000
17
$1.74M 2.34%
27,400
18
$1.67M 2.25%
13,500
-3,500
19
$1.66M 2.24%
13,900
20
$1.65M 2.22%
15,300
+4,900
21
$1.62M 2.18%
15,700
22
$1.59M 2.15%
23,300
23
$1.5M 2.02%
15,900
24
$1.38M 1.87%
10,800
25
$1.36M 1.84%
14,100
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