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IMPI
Ilmarinen Mutual Pension Insurance Portfolio holdings
AUM
$12.7B
1-Year Est. Return
16.27%
This Fund
S&P 500
This Quarter
Est. Return
+3.04%
1 Year Est. Return
+16.27%
3 Year Est. Return
+68.33%
5 Year Est. Return
+76.68%
10 Year Est. Return
–
AUM
$11.7B
AUM Growth
+$2.49B
(+27%)
Cap. Flow
+$2.29B
Cap. Flow
% of AUM
19.62%
Top 10 Holdings %
Top 10 Hldgs %
63.7%
Holding
315
New
44
Increased
156
Reduced
14
Closed
22
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$667M |
| 2 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$516M |
| 3 |
Microsoft
MSFT
|
+$112M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$95.4M |
| 5 |
Apple
AAPL
|
+$77.8M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$354M |
| 2 |
Broadcom
AVGO
|
+$81.9M |
| 3 |
Xtrackers MSCI USA Climate Action Equity ETF
USCA
|
+$41.3M |
| 4 |
iShares Climate Conscious & Transition MSCI USA ETF
USCL
|
+$39.9M |
| 5 |
iShares MSCI Taiwan ETF
EWT
|
+$38M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 14.53% |
| 2 | Financials | 7.12% |
| 3 | Consumer Discretionary | 6.58% |
| 4 | Communication Services | 6.02% |
| 5 | Healthcare | 5.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
CVS Health
CVS
$121B
| – | – |
-160,000
| Closed | -$10.1M |
|
302
Consolidated Edison
ED
$39.8B
| – | – |
-53,000
| Closed | -$5.52M |
|
303
iShares MSCI Emerging Markets ETF
EEM
$30.4B
| – | – |
-215,463
| Closed | -$9.88M |
|
304
Eversource Energy
ES
$26.9B
| – | – |
-27,000
| Closed | -$1.84M |
|
305
Evolent Health
EVH
$488M
| – | – |
-98,000
| Closed | -$2.77M |
|
|
306
iShares MSCI Taiwan ETF
EWT
$11.4B
| – | – |
-705,048
| Closed | -$38M |
|
307
iShares MSCI South Korea ETF
EWY
$27.1B
| – | – |
-383,400
| Closed | -$24.5M |
|
308
iShares MSCI Brazil ETF
EWZ
$8.6B
| – | – |
-762,642
| Closed | -$22.5M |
|
309
HCA Healthcare
HCA
$89.6B
| – | – |
-8,200
| Closed | -$3.33M |
|
310
Intel
INTC
$517B
| – | – |
-375,000
| Closed | -$8.8M |
|
311
Illinois Tool Works
ITW
$83.3B
| – | – |
-38,000
| Closed | -$9.96M |
|
312
Regency Centers
REG
$13.9B
| – | – |
-27,500
| Closed | -$1.99M |
|
313
Shopify
SHOP
$192B
| – | – |
-50,000
| Closed | -$4.01M |
|
314
Solventum
SOLV
$14.4B
| – | – |
-16,327
| Closed | -$1.14M |
|
|
MRO
315
DELISTED
Marathon Oil Corporation
MRO
| – | – |
-500,000
| Closed | -$13.3M |
|
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Ilmarinen Mutual Pension Insurance's Q4 2024 Portfolio in Review
As of Q4 2024, Ilmarinen Mutual Pension Insurance held 315 positions worth $11.7B, up 27% from $9.18B the previous quarter. Its ten largest holdings account for 64% of the portfolio.
Ilmarinen Mutual Pension Insurance deployed $2.29B of net new capital in Q4 2024, opening 44 new positions and adding to 156 existing holdings. Its largest new stake was State Street SPDR Portfolio High Yield Bond ETF: 28,100,000 shares worth $660M.
By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was State Street SPDR Bloomberg Short Term High Yield Bond ETF, an estimated $354M trimmed.
- Ilmarinen Mutual Pension Insurance's largest Q4 2024 buy was State Street SPDR Portfolio High Yield Bond ETF: 28,100,000 shares worth $660M.
- Ilmarinen Mutual Pension Insurance added most to Microsoft in Q4 2024, an estimated $112M increase.
- Ilmarinen Mutual Pension Insurance's biggest Q4 2024 reduction was State Street SPDR Bloomberg Short Term High Yield Bond ETF, cutting an estimated $354M.
- Ilmarinen Mutual Pension Insurance fully exited Broadcom in Q4 2024, selling an estimated $81.9M.
- Ilmarinen Mutual Pension Insurance's ten largest holdings make up 64% of its $11.7B portfolio in Q4 2024.
- Ilmarinen Mutual Pension Insurance opened 44 new positions and closed 22 in Q4 2024.
- Ilmarinen Mutual Pension Insurance's portfolio value rose 27% quarter-over-quarter to $11.7B.
Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q4 2024, filed 13 Feb 2025.