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
$18.3M
AUM Growth
+$6.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$9.92M
2
+$308K

Top Sells

1
+$1.1M
2
+$933K
3
+$277K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$260K
5
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$254K

Sector Composition

1 Industrials 54.24%
2 Technology 3.21%
3 Consumer Staples 1.7%
4 Financials 1.56%
5 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.92M 54.24%
+72,725
2
$6.55M 35.83%
14,500
-2,065
3
$632K 3.46%
3,500
4
$310K 1.7%
1,140
5
$308K 1.68%
+1,000
6
$286K 1.56%
810
-785
7
$279K 1.53%
1,600
-1,380
8
– –
-5,000
9
– –
-1,800
10
– –
-5,200
11
– –
-1,400