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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
+19.1%
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
$21.3B
AUM Growth
+$3.48B
(+19%)
Cap. Flow
+$532M
Cap. Flow
% of AUM
2.5%
Top 10 Holdings %
Top 10 Hldgs %
45.42%
Holding
68
New
3
Increased
24
Reduced
20
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$303M |
| 2 |
Broadcom
AVGO
|
+$116M |
| 3 |
NVIDIA
NVDA
|
+$104M |
| 4 |
McKesson
MCK
|
+$98.4M |
| 5 |
Intuitive Surgical
ISRG
|
+$88.7M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amphenol
APH
|
+$206M |
| 2 |
Spotify
SPOT
|
+$97.2M |
| 3 |
Amazon
AMZN
|
+$93.7M |
| 4 |
Nike
NKE
|
+$93.4M |
| 5 |
Danaher
DHR
|
+$81.3M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 38.27% |
| 2 | Communication Services | 13.74% |
| 3 | Consumer Discretionary | 12.41% |
| 4 | Healthcare | 11.86% |
| 5 | Financials | 9.17% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Caterpillar
CAT
$404B
| $128M | 0.6% |
328,600
| – | – |
|
52
UnitedHealth
UNH
$370B
| $125M | 0.59% |
400,500
+183,000
| +84% | +$69.9M |
|
53
IDEX
IEX
$17.5B
| $121M | 0.57% |
689,900
-110,100
| -14% | -$19.5M |
|
54
Booking.com
BKNG
$151B
| $111M | 0.52% |
480,000
| – | – |
|
55
Zoetis
ZTS
$31.9B
| $111M | 0.52% |
709,900
+139,500
| +24% | +$22.1M |
|
56
US Bancorp
USB
$100B
| $109M | 0.51% |
2,413,000
-667,000
| -22% | -$28M |
|
|
57
McKesson
MCK
$97.2B
| $102M | 0.48% |
+139,500
| New | +$98.4M |
|
58
Cooper Companies
COO
$14.6B
| $96M | 0.45% |
1,349,500
+509,800
| +61% | +$39M |
|
|
59
Intuitive Surgical
ISRG
$130B
| $92.2M | 0.43% |
+169,700
| New | +$88.7M |
|
60
Insulet
PODD
$11.6B
| $83.3M | 0.39% |
265,300
+61,500
| +30% | +$17.7M |
|
61
Adobe
ADBE
$102B
| $76.6M | 0.36% |
198,000
| – | – |
|
62
Walmart Inc
WMT
$888B
| $75.1M | 0.35% |
768,300
+319,400
| +71% | +$30.4M |
|
|
FITB
63
Fifth Third Bancorp
FITB
$52.4B
| $60.1M | 0.28% |
1,460,300
+414,400
| +40% | +$15.6M |
|
64
Home Depot
HD
$347B
| $51.7M | 0.24% |
+140,900
| New | +$51M |
|
65
Intel
INTC
$509B
| $45M | 0.21% |
2,009,600
| – | – |
|
66
Brown-Forman Class B
BF.B
$13.1B
| $43M | 0.2% |
1,600,000
| – | – |
|
67
Bath & Body Works
BBWI
$4.24B
| – | – |
-722,800
| Closed | -$21.9M |
|
68
Polestar Automotive Holding UK
PSNY
$2.12B
| – | – |
-97,500
| Closed | -$3.07M |
|
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Alecta Tjanstepension Omsesidigt's Q2 2025 Portfolio in Review
As of Q2 2025, Alecta Tjanstepension Omsesidigt held 68 positions worth $21.3B, up 19% from $17.8B the previous quarter. Its ten largest holdings account for 45% of the portfolio.
Alecta Tjanstepension Omsesidigt's Q2 2025 filing shows 3 new, 24 increased, 20 reduced and 2 closed positions. Its largest new stake was McKesson: 139,500 shares worth $102M. The largest sale was Amphenol, an estimated $206M.
By sector, the portfolio is most concentrated in Technology at 38% of assets, up from 32% a quarter earlier, followed by Communication Services and Consumer Discretionary.
- Alecta Tjanstepension Omsesidigt's largest Q2 2025 buy was McKesson: 139,500 shares worth $102M.
- Alecta Tjanstepension Omsesidigt added most to Apple in Q2 2025, an estimated $303M increase.
- Alecta Tjanstepension Omsesidigt's biggest Q2 2025 reduction was Amphenol, cutting an estimated $206M.
- Alecta Tjanstepension Omsesidigt fully exited Bath & Body Works in Q2 2025, selling an estimated $21.9M.
- Alecta Tjanstepension Omsesidigt's ten largest holdings make up 45% of its $21.3B portfolio in Q2 2025.
- Alecta Tjanstepension Omsesidigt opened 3 new positions and closed 2 in Q2 2025.
- Alecta Tjanstepension Omsesidigt's portfolio value rose 19% quarter-over-quarter to $21.3B.
Based on Alecta Tjanstepension Omsesidigt's 13F filing for Q2 2025, filed 10 Jul 2025.