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
$97.9M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$2M
2
+$1.74M
3
+$1.72M
4
SFM icon
Sprouts Farmers Market
SFM
+$1.68M
5
AMZN icon
Amazon
AMZN
+$1.38M

Top Sells

1
+$1.67M
2
+$1.56M
3
+$1.16M
4
DIS icon
Walt Disney
DIS
+$1.04M
5
BKNG icon
Booking.com
BKNG
+$942K

Sector Composition

1 Technology 27.01%
2 Consumer Discretionary 18.62%
3 Financials 18.45%
4 Healthcare 14.23%
5 Industrials 6.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.69M 4.79%
34,000
+10,000
2
$4.23M 4.32%
24,300
3
$3.99M 4.08%
13,500
4
$3.95M 4.03%
19,400
5
$3.82M 3.9%
54,080
+10,000
6
$3.77M 3.86%
17,500
+4,300
7
$3.5M 3.57%
61,600
8
$3.21M 3.28%
10,900
9
$3.06M 3.13%
33,600
-9,200
10
$2.68M 2.73%
67,200
-15,900
11
$2.64M 2.7%
16,100
-5,200
12
$2.6M 2.65%
24,500
13
$2.54M 2.59%
18,945
14
$2.48M 2.53%
9,900
15
$2.47M 2.53%
21,100
+6,500
16
$2.35M 2.41%
29,400
17
$2.33M 2.38%
21,700
18
$2.25M 2.3%
6,200
-2,400
19
$2.21M 2.25%
60,900
+10,900
20
$2.15M 2.19%
7,900
21
$2.14M 2.18%
23,400
22
$2.12M 2.17%
54,500
23
$2.07M 2.12%
29,200
+10,000
24
$2M 2.04%
+26,300
25
$1.98M 2.02%
30,400
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