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ATO
Alecta Tjanstepension Omsesidigt Portfolio holdings
AUM
$23.8B
1-Year Est. Return
34.25%
This Fund
S&P 500
This Quarter
Est. Return
-4.93%
1 Year Est. Return
+34.25%
3 Year Est. Return
+103.36%
5 Year Est. Return
+108.13%
10 Year Est. Return
+460.8%
AUM
$17.8B
AUM Growth
-$1.12B
(-5.9%)
Cap. Flow
-$21M
Cap. Flow
% of AUM
-0.12%
Top 10 Holdings %
Top 10 Hldgs %
45.65%
Holding
65
New
7
Increased
20
Reduced
20
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Chase
JPM
|
+$289M |
| 2 |
Linde
LIN
|
+$226M |
| 3 |
NVIDIA
NVDA
|
+$158M |
| 4 |
UnitedHealth
UNH
|
+$111M |
| 5 |
Broadcom
AVGO
|
+$108M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Visa
V
|
+$551M |
| 2 |
Thermo Fisher Scientific
TMO
|
+$233M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$215M |
| 4 |
TJX Companies
TJX
|
+$167M |
| 5 |
Ecolab
ECL
|
+$160M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 32.12% |
| 2 | Consumer Discretionary | 14.66% |
| 3 | Communication Services | 13.73% |
| 4 | Healthcare | 13.21% |
| 5 | Industrials | 10.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Salesforce
CRM
$158B
| $95.2M | 0.53% |
355,000
+195,000
| +122% | +$60.7M |
|
52
Zoetis
ZTS
$30.5B
| $93.9M | 0.53% |
570,400
+56,200
| +11% | +$9.35M |
|
53
Stryker
SYK
$130B
| $93.7M | 0.53% |
251,800
+75,300
| +43% | +$28.7M |
|
54
Booking.com
BKNG
$161B
| $88.3M | 0.49% |
+480,000
| New | +$91.8M |
|
55
Adobe
ADBE
$105B
| $75.9M | 0.43% |
198,000
| – | – |
|
56
McCormick & Company Non-Voting
MKC
$14.2B
| $75.2M | 0.42% |
913,500
-246,400
| -21% | -$19.3M |
|
57
Cooper Companies
COO
$14.5B
| $70.8M | 0.4% |
839,700
+300,700
| +56% | +$26.9M |
|
58
Morgan Stanley
MS
$340B
| $68.3M | 0.38% |
+585,000
| New | +$75.4M |
|
59
Brown-Forman Class B
BF.B
$13.1B
| $54.3M | 0.3% |
1,600,000
| – | – |
|
60
Insulet
PODD
$9.79B
| $53.5M | 0.3% |
203,800
| – | – |
|
61
Intel
INTC
$513B
| $45.6M | 0.26% |
2,009,600
-3,320,000
| -62% | -$72.6M |
|
|
FITB
62
Fifth Third Bancorp
FITB
$51.8B
| $41M | 0.23% |
+1,045,900
| New | +$44.1M |
|
63
Walmart Inc
WMT
$890B
| $39.4M | 0.22% |
+448,900
| New | +$42.1M |
|
64
Bath & Body Works
BBWI
$4.1B
| $21.9M | 0.12% |
722,800
-277,200
| -28% | -$9.81M |
|
65
Polestar Automotive Holding UK
PSNY
$2.06B
| $3.07M | 0.02% |
97,500
| – | – |
|
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Alecta Tjanstepension Omsesidigt's Q1 2025 Portfolio in Review
As of Q1 2025, Alecta Tjanstepension Omsesidigt held 65 positions worth $17.8B, down 5.9% from $19B the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Alecta Tjanstepension Omsesidigt's Q1 2025 filing shows 7 new, 20 increased and 20 reduced positions. Its largest new stake was JPMorgan Chase: 1,135,500 shares worth $278M. The largest sale was Visa, an estimated $551M.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Communication Services.
- Alecta Tjanstepension Omsesidigt's largest Q1 2025 buy was JPMorgan Chase: 1,135,500 shares worth $278M.
- Alecta Tjanstepension Omsesidigt added most to NVIDIA in Q1 2025, an estimated $158M increase.
- Alecta Tjanstepension Omsesidigt's biggest Q1 2025 reduction was Visa, cutting an estimated $551M.
- Alecta Tjanstepension Omsesidigt's ten largest holdings make up 46% of its $17.8B portfolio in Q1 2025.
- Alecta Tjanstepension Omsesidigt opened 7 new positions and closed 0 in Q1 2025.
- Alecta Tjanstepension Omsesidigt's portfolio value fell 5.9% quarter-over-quarter to $17.8B.
Based on Alecta Tjanstepension Omsesidigt's 13F filing for Q1 2025, filed 6 May 2025.