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
$100M
AUM Growth
+$99.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$27.3M
3 +$25.2M
4
NVDA icon
NVIDIA
NVDA
+$17M
5
SCHW icon
Charles Schwab
SCHW
+$961K

Top Sells

No sells this quarter

Sector Composition

1 Technology 44.07%
2 Healthcare 28.76%
3 Consumer Discretionary 25.06%
4 Financials 0.96%
5 Energy 0.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$28.9M 28.76%
+34,997
2
$27.3M 27.13%
+122,714
3
$25.2M 25.06%
+132,362
4
$17M 16.95%
+157,121
5
$961K 0.96%
+12,275
6
$803K 0.8%
54,976
+24,878
7
$352K 0.35%
44,012
+20,345