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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
Cap. Flow
+$2.29B
Cap. Flow %
19.62%
Top 10 Hldgs %
63.7%
Holding
315
New
44
Increased
156
Reduced
14
Closed
22

Top Buys

Rank Stock Value
1
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$667M
2
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$516M
3
MSFT icon
Microsoft
MSFT
+$112M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$95.4M
5
AAPL icon
Apple
AAPL
+$77.8M

Top Sells

Rank Stock Value
1
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$354M
2
AVGO icon
Broadcom
AVGO
+$81.9M
3
USCA icon
Xtrackers MSCI USA Climate Action Equity ETF
USCA
+$41.3M
4
USCL icon
iShares Climate Conscious & Transition MSCI USA ETF
USCL
+$39.9M
5
EWT icon
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
PCTY icon
176
Paylocity
PCTY
$7.7B
$5.98M 0.05%
30,000
– –
TSCO icon
177
Tractor Supply
TSCO
$18.4B
$5.97M 0.05%
112,525
+50,000
+80% +$2.82M
PAYX icon
178
Paychex
PAYX
$43.1B
$5.96M 0.05%
42,500
+22,500
+113% +$3.2M
ATO icon
179
Atmos Energy
ATO
$28.6B
$5.92M 0.05%
42,500
+26,000
+158% +$3.7M
OKTA icon
180
Okta
OKTA
$26.1B
$5.91M 0.05%
75,000
+25,000
+50% +$1.94M
EQIX icon
181
Equinix
EQIX
$102B
$5.85M 0.05%
6,200
– –
DLR icon
182
Digital Realty Trust
DLR
$70.6B
$5.78M 0.05%
32,600
– –
BKR icon
183
Baker Hughes
BKR
$64.3B
$5.7M 0.05%
139,000
+39,000
+39% +$1.57M
WK icon
184
Workiva
WK
$3.76B
$5.47M 0.05%
50,000
– –
ROK icon
185
Rockwell Automation
ROK
$49.6B
$5.43M 0.05%
19,000
+7,000
+58% +$1.97M
LII icon
186
Lennox International
LII
$14.9B
$5.42M 0.05%
8,900
-4,600
-34% -$2.88M
MKC icon
187
McCormick & Company Non-Voting
MKC
$14.2B
$5.41M 0.05%
71,000
+44,000
+163% +$3.46M
USB icon
188
US Bancorp
USB
$100B
$5.41M 0.05%
+113,000
New +$5.56M
NI icon
189
NiSource
NI
$20.1B
$5.37M 0.05%
+146,000
New +$5.24M
GM icon
190
General Motors
GM
$78.4B
$5.33M 0.05%
+100,000
New +$5.24M
HES
191
DELISTED
Hess
HES
$5.28M 0.05%
39,700
+10,500
+36% +$1.47M
SPG icon
192
Simon Property Group
SPG
$71B
$5.18M 0.04%
30,100
– –
DD icon
193
DuPont de Nemours
DD
$19.5B
$4.96M 0.04%
51,783
+23,900
+86% +$2.49M
EW icon
194
Edwards Lifesciences
EW
$54B
$4.89M 0.04%
66,000
+19,000
+40% +$1.33M
GOOG icon
195
Alphabet (Google) Class C
GOOG
$4.19T
$4.76M 0.04%
25,000
– –
SPT icon
196
Sprout Social
SPT
$600M
$4.61M 0.04%
150,000
+25,000
+20% +$751K
EQR icon
197
Equity Residential
EQR
$24.4B
$4.56M 0.04%
63,600
+17,000
+36% +$1.25M
NEM icon
198
Newmont
NEM
$124B
$4.54M 0.04%
122,000
+82,000
+205% +$3.74M
MNST icon
199
Monster Beverage
MNST
$89.2B
$4.33M 0.04%
164,870
-100,000
-38% -$2.65M
HAL icon
200
Halliburton
HAL
$28.2B
$4.32M 0.04%
158,744
+128,000
+416% +$3.74M
6 7
8
9 10

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ECM
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AIM
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LPC
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IWC
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TRSOTSOK
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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.