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
$106M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$38.3M
2
+$10.9M
3
+$10.7M
4
AAPL icon
Apple
AAPL
+$9.85M
5
WELL icon
Welltower
WELL
+$5.07M

Top Sells

1
+$28.9M
2
+$25.2M
3
+$17M
4
GOGL
Golden Ocean Group
GOGL
+$238K
5
FRO icon
Frontline
FRO
+$50.8K

Sector Composition

1 Technology 69.17%
2 Financials 25.16%
3 Real Estate 4.78%
4 Energy 0.81%
5 Industrials 0.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MSFT icon
1
Microsoft
MSFT
$3.91T
$38.3M 36.13%
+76,995
AAPL icon
2
Apple
AAPL
$4.03T
$35M 33.04%
170,715
+48,001
BAC icon
3
Bank of America
BAC
$389B
$10.9M 10.24%
+229,318
WFC icon
4
Wells Fargo
WFC
$271B
$10.7M 10.08%
+133,404
SCHW icon
5
Charles Schwab
SCHW
$171B
$5.13M 4.84%
56,230
+43,955
WELL icon
6
Welltower
WELL
$124B
$5.07M 4.78%
+32,992
FRO icon
7
Frontline
FRO
$5.43B
$856K 0.81%
51,896
-3,080
GOGL
8
DELISTED
Golden Ocean Group
GOGL
$89K 0.08%
11,974
-32,038
NVDA icon
9
NVIDIA
NVDA
$4.94T
– –
-157,121
AMZN icon
10
Amazon
AMZN
$2.38T
– –
-132,362
LLY icon
11
Eli Lilly
LLY
$757B
– –
-34,997