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Svenska Handelsbanken Portfolio holdings
AUM
$1.38M
1-Year Est. Return
61.04%
This Fund
S&P 500
This Quarter
Est. Return
-6.55%
1 Year Est. Return
+61.04%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$286M
AUM Growth
+$180M
(+169%)
Cap. Flow
+$185M
Cap. Flow
% of AUM
64.81%
Top 10 Holdings %
Top 10 Hldgs %
99.31%
Holding
18
New
10
Increased
2
Reduced
–
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$35.8M |
| 2 |
Adobe
ADBE
|
+$35.5M |
| 3 |
NVIDIA
NVDA
|
+$34.9M |
| 4 |
Netflix
NFLX
|
+$34.2M |
| 5 |
ServiceNow
NOW
|
+$32.2M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$38.3M |
| 2 |
Apple
AAPL
|
+$35M |
| 3 |
Wells Fargo
WFC
|
+$10.7M |
| 4 |
SCHW
Charles Schwab
SCHW
|
+$5.13M |
| 5 |
Welltower
WELL
|
+$5.07M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 57.3% |
| 2 | Communication Services | 11.75% |
| 3 | Financials | 11.41% |
| 4 | Healthcare | 10.33% |
| 5 | Consumer Discretionary | 8.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
NVIDIA
NVDA
$4.86T
| $37.3M | 13.07% |
+200,000
| New | +$34.9M |
|
|
2
Adobe
ADBE
$99.5B
| $34.9M | 12.23% |
+99,000
| New | +$35.5M |
|
|
3
Intuit
INTU
$86.5B
| $33.9M | 11.86% |
+49,609
| New | +$35.8M |
|
|
4
Netflix
NFLX
$299B
| $33.6M | 11.75% |
+280,000
| New | +$34.2M |
|
|
5
ServiceNow
NOW
$115B
| $31.8M | 11.12% |
+172,500
| New | +$32.2M |
|
6
Intuitive Surgical
ISRG
$127B
| $29.5M | 10.33% |
+66,000
| New | +$31.7M |
|
|
FISV
7
Fiserv Inc
FISV
$28.8B
| $25.8M | 9.03% |
+200,000
| New | +$28.7M |
|
8
Airbnb
ABNB
$89.9B
| $24.3M | 8.5% |
+200,000
| New | +$25.9M |
|
9
Berkshire Hathaway Class B
BRK.B
$1.1T
| $17M | 5.95% |
+33,790
| New | +$16.4M |
|
10
Bank of America
BAC
$435B
| $15.6M | 5.47% |
302,622
+73,304
| +32% | +$3.58M |
|
11
Frontline
FRO
$8.76B
| $1.81M | 0.63% |
79,114
+27,218
| +52% | +$551K |
|
|
CMBT
12
CMB.TECH NV
CMBT
$4.69B
| $174K | 0.06% |
+18,515
| New | +$170K |
|
|
13
Apple
AAPL
$4.54T
| – | – |
-170,715
| Closed | -$35M |
|
|
GOGL
14
DELISTED
Golden Ocean Group
GOGL
| – | – |
-11,974
| Closed | -$89K |
|
|
15
Microsoft
MSFT
$3.45T
| – | – |
-76,995
| Closed | -$38.3M |
|
|
SCHW
16
Charles Schwab
SCHW
$183B
| – | – |
-56,230
| Closed | -$5.13M |
|
|
17
Welltower
WELL
$169B
| – | – |
-32,992
| Closed | -$5.07M |
|
|
18
Wells Fargo
WFC
$261B
| – | – |
-133,404
| Closed | -$10.7M |
|
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Svenska Handelsbanken's Q3 2025 Portfolio in Review
As of Q3 2025, Svenska Handelsbanken held 18 positions worth $286M, up 169% from $106M the previous quarter. Its ten largest holdings account for 99% of the portfolio.
Svenska Handelsbanken deployed $185M of net new capital in Q3 2025, opening 10 new positions and adding to 2 existing holdings. Its largest new stake was Intuit: 49,609 shares worth $33.9M.
By sector, the portfolio is most concentrated in Technology at 57% of assets, down from 69% a quarter earlier, followed by Communication Services and Financials.
On the sell side, the most notable exit was Microsoft, an estimated $38.3M sold.
- Svenska Handelsbanken's largest Q3 2025 buy was Intuit: 49,609 shares worth $33.9M.
- Svenska Handelsbanken added most to Bank of America in Q3 2025, an estimated $3.58M increase.
- Svenska Handelsbanken fully exited Microsoft in Q3 2025, selling an estimated $38.3M.
- Svenska Handelsbanken's ten largest holdings make up 99% of its $286M portfolio in Q3 2025.
- Svenska Handelsbanken opened 10 new positions and closed 6 in Q3 2025.
- Svenska Handelsbanken's portfolio value rose 169% quarter-over-quarter to $286M.
Based on Svenska Handelsbanken's 13F filing for Q3 2025, filed 14 Oct 2025.