We are live on ! Find out more
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
+7.8%
1 Year Est. Return
+16.27%
3 Year Est. Return
+68.33%
5 Year Est. Return
+76.68%
10 Year Est. Return
–
AUM
$7.88B
AUM Growth
+$574M
Cap. Flow
+$166M
Cap. Flow %
2.11%
Top 10 Hldgs %
68.68%
Holding
281
New
26
Increased
50
Reduced
44
Closed
16

Top Buys

Rank Stock Value
1
USCL icon
iShares Climate Conscious & Transition MSCI USA ETF
USCL
+$2.2B
2
USCA icon
Xtrackers MSCI USA Climate Action Equity ETF
USCA
+$2.08B
3
CME icon
CME Group
CME
+$17.3M
4
DE icon
Deere & Co
DE
+$11.7M
5
ABNB icon
Airbnb
ABNB
+$8.77M

Top Sells

Rank Stock Value
1
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$2.05B
2
SUSL icon
iShares ESG MSCI USA Leaders ETF
SUSL
+$2B
3
AMZN icon
Amazon
AMZN
+$97.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$43.2M
5
MSFT icon
Microsoft
MSFT
+$28.2M

Sector Composition

Rank Sector Weight
1 Technology 10.71%
2 Healthcare 6%
3 Financials 5.69%
4 Communication Services 3.99%
5 Consumer Discretionary 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EWT icon
26
iShares MSCI Taiwan ETF
EWT
$11.2B
$25.8M 0.33%
549,048
– –
AMD icon
27
Advanced Micro Devices
AMD
$759B
$25.6M 0.33%
225,000
-10,000
-4% -$1.04M
EWZ icon
28
iShares MSCI Brazil ETF
EWZ
$8.87B
$24.7M 0.31%
762,642
– –
EWY icon
29
iShares MSCI South Korea ETF
EWY
$25.8B
$24.3M 0.31%
383,400
– –
PFE icon
30
Pfizer
PFE
$155B
$24.2M 0.31%
660,000
– –
TMO icon
31
Thermo Fisher Scientific
TMO
$222B
$23.8M 0.3%
45,600
– –
MCD icon
32
McDonald's
MCD
$193B
$23.7M 0.3%
79,389
+10,000
+14% +$2.91M
PGR icon
33
Progressive
PGR
$124B
$23.3M 0.3%
176,045
-40,000
-19% -$5.36M
INTU icon
34
Intuit
INTU
$90.3B
$22.9M 0.29%
50,000
+5,000
+11% +$2.19M
BAC icon
35
Bank of America
BAC
$449B
$22.1M 0.28%
771,120
+240,000
+45% +$6.85M
ORCL icon
36
Oracle
ORCL
$420B
$21.7M 0.28%
182,452
– –
ABT icon
37
Abbott
ABT
$190B
$21.6M 0.27%
198,000
+11,000
+6% +$1.17M
MCK icon
38
McKesson
MCK
$104B
$20.5M 0.26%
47,878
+15,000
+46% +$5.77M
BMO icon
39
Bank of Montreal
BMO
$129B
$20.2M 0.26%
224,304
– –
NEE icon
40
NextEra Energy
NEE
$179B
$20M 0.25%
270,000
+57,000
+27% +$4.32M
NKE icon
41
Nike
NKE
$61.2B
$19.8M 0.25%
179,459
+20,000
+13% +$2.34M
CMCSA icon
42
Comcast
CMCSA
$89.4B
$19.4M 0.25%
467,000
+37,000
+9% +$1.47M
DE icon
43
Deere & Co
DE
$167B
$19.2M 0.24%
47,497
+30,500
+179% +$11.7M
VOO icon
44
Vanguard S&P 500 ETF
VOO
$1.03T
$18.7M 0.24%
46,035
-27,481
-37% -$10.6M
CRM icon
45
Salesforce
CRM
$160B
$18M 0.23%
85,000
+5,000
+6% +$1.02M
NFLX icon
46
Netflix
NFLX
$317B
$17.6M 0.22%
400,000
– –
CME icon
47
CME Group
CME
$93.8B
$17.3M 0.22%
+93,511
New +$17.3M
DHR icon
48
Danaher
DHR
$146B
$17.3M 0.22%
81,216
– –
PLD icon
49
Prologis
PLD
$132B
$17M 0.22%
139,004
– –
CSCO icon
50
Cisco
CSCO
$477B
$16.8M 0.21%
325,000
– –
1
2
3 4 5

Similar funds

ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Ilmarinen Mutual Pension Insurance's Q2 2023 Portfolio in Review

As of Q2 2023, Ilmarinen Mutual Pension Insurance held 281 positions worth $7.88B, up 7.9% from $7.3B the previous quarter. Its ten largest holdings account for 69% of the portfolio.

Ilmarinen Mutual Pension Insurance's Q2 2023 filing shows 26 new, 50 increased, 44 reduced and 16 closed positions. Its largest new stake was iShares Climate Conscious & Transition MSCI USA ETF: 43,092,280 shares worth $2.24B. The largest sale was Xtrackers MSCI USA ESG Leaders Equity ETF, an estimated $2.05B.

By sector, the portfolio is most concentrated in Technology at 11% of assets, up from 10% a quarter earlier, followed by Healthcare and Financials.

  • Ilmarinen Mutual Pension Insurance's largest Q2 2023 buy was iShares Climate Conscious & Transition MSCI USA ETF: 43,092,280 shares worth $2.24B.
  • Ilmarinen Mutual Pension Insurance added most to Deere & Co in Q2 2023, an estimated $11.7M increase.
  • Ilmarinen Mutual Pension Insurance's biggest Q2 2023 reduction was iShares MSCI Emerging Markets ETF, cutting an estimated $43.2M.
  • Ilmarinen Mutual Pension Insurance fully exited Xtrackers MSCI USA ESG Leaders Equity ETF in Q2 2023, selling an estimated $2.05B.
  • Ilmarinen Mutual Pension Insurance's ten largest holdings make up 69% of its $7.88B portfolio in Q2 2023.
  • Ilmarinen Mutual Pension Insurance opened 26 new positions and closed 16 in Q2 2023.
  • Ilmarinen Mutual Pension Insurance's portfolio value rose 7.9% quarter-over-quarter to $7.88B.

Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q2 2023, filed 8 Aug 2023.