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
$623K
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$415K
2
+$208K

Top Sells

1
+$38.7M
2
+$33.3M
3
+$33.2M
4
AAPL icon
Apple
AAPL
+$32.1M
5
CSX icon
CSX Corp
CSX
+$31M

Sector Composition

1 Energy 66.61%
2 Industrials 33.39%
3 Healthcare 0%
4 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$415K 66.61%
+30,098
2
$208K 33.39%
+23,667
3
– –
-137,966
4
– –
-161,747
5
– –
-898,297
6
– –
-205,270
7
– –
-37,443
8
– –
-77,418
9
– –
-16,671