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
$18.6M
AUM Growth
+$1.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$620K
2
+$342K
3
+$333K
4
AMZN icon
Amazon
AMZN
+$329K
5
ABBV icon
AbbVie
ABBV
+$278K

Top Sells

1
+$21K

Sector Composition

1 Financials 3.33%
2 Technology 2.27%
3 Consumer Staples 1.84%
4 Communication Services 1.79%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 76.23%
33,730
-50
2
$959K 5.15%
5,000
3
$862K 4.63%
5,250
4
$620K 3.33%
+2,270
5
$422K 2.27%
2,980
+1,380
6
$342K 1.84%
+1,140
7
$333K 1.79%
+2,500
8
$329K 1.77%
+2,000
9
$280K 1.5%
5,200
10
$278K 1.49%
+2,578