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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
+1.21%
1 Year Est. Return
+16.27%
3 Year Est. Return
+68.33%
5 Year Est. Return
+76.68%
10 Year Est. Return
–
AUM
$5.54B
AUM Growth
–
Cap. Flow
+$5.51B
Cap. Flow
% of AUM
99.42%
Top 10 Holdings %
Top 10 Hldgs %
71.73%
Holding
202
New
202
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
|
+$1.34B |
| 2 |
iShares ESG MSCI USA Leaders ETF
SUSL
|
+$1.34B |
| 3 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$438M |
| 4 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$341M |
| 5 |
iShares Russell 1000 Growth ETF
IWF
|
+$116M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 5.71% |
| 2 | Technology | 4.8% |
| 3 | Industrials | 3.63% |
| 4 | Healthcare | 3.23% |
| 5 | Communication Services | 2.45% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$571M
| $1.35B | 24.43% |
+49,994,238
| New | +$1.34B |
|
|
2
iShares ESG MSCI USA Leaders ETF
SUSL
$1.14B
| $1.35B | 24.35% |
+26,208,915
| New | +$1.34B |
|
|
3
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
| $438M | 7.91% |
+16,220,000
| New | +$438M |
|
|
4
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
| $338M | 6.09% |
+6,886,139
| New | +$341M |
|
|
5
iShares Russell 1000 Growth ETF
IWF
$121B
| $115M | 2.08% |
+2,883,252
| New | +$116M |
|
6
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
| $102M | 1.84% |
+1,260,000
| New | +$102M |
|
7
Microsoft
MSFT
$3.45T
| $76.5M | 1.38% |
+550,000
| New | +$75.6M |
|
8
Equity Residential
EQR
$24.9B
| $73.3M | 1.32% |
+850,000
| New | +$69.5M |
|
9
iShares US Real Estate ETF
IYR
$4.67B
| $68.2M | 1.23% |
+728,627
| New | +$66.4M |
|
10
Alphabet (Google) Class A
GOOGL
$4.36T
| $61.1M | 1.1% |
+1,000,000
| New | +$59.2M |
|
11
PUT
Tesla
TSLA
$1.23T
| $48.2M | 0.87% |
+3,000,000
| New | +$47M |
|
12
Toronto Dominion Bank
TD
$198B
| $39.3M | 0.71% |
+674,236
| New | +$38.3M |
|
13
Procter & Gamble
PG
$336B
| $32.4M | 0.58% |
+260,500
| New | +$30.8M |
|
14
Johnson & Johnson
JNJ
$618B
| $31.6M | 0.57% |
+244,600
| New | +$32.2M |
|
15
Mastercard
MA
$502B
| $30.6M | 0.55% |
+112,500
| New | +$31M |
|
16
Waste Management
WM
$90.6B
| $29.3M | 0.53% |
+255,000
| New | +$29.8M |
|
17
Merck
MRK
$322B
| $28.2M | 0.51% |
+351,080
| New | +$28.1M |
|
18
Visa
V
$684B
| $26.6M | 0.48% |
+154,500
| New | +$27.5M |
|
19
Verizon
VZ
$195B
| $25.2M | 0.45% |
+416,700
| New | +$24M |
|
20
Enbridge
ENB
$119B
| $23.9M | 0.43% |
+680,750
| New | +$23.5M |
|
21
Coca-Cola
KO
$377B
| $23.2M | 0.42% |
+426,800
| New | +$22.9M |
|
22
iShares MSCI South Korea ETF
EWY
$22.8B
| $21.6M | 0.39% |
+383,400
| New | +$21.2M |
|
23
Canadian National Railway
CNI
$76.9B
| $21.6M | 0.39% |
+240,000
| New | +$22.2M |
|
24
Bank of Montreal
BMO
$126B
| $20.9M | 0.38% |
+283,804
| New | +$20.7M |
|
25
PepsiCo
PEP
$190B
| $20.2M | 0.36% |
+147,100
| New | +$19.5M |
|
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Ilmarinen Mutual Pension Insurance's Q3 2019 Portfolio in Review
Q3 2019 is the first quarter with a 13F filing on record for Ilmarinen Mutual Pension Insurance, which disclosed 202 positions worth $5.54B. Its ten largest holdings account for 72% of the portfolio.
Its largest position is Xtrackers MSCI USA ESG Leaders Equity ETF: 49,994,238 shares worth $1.35B.
By sector, the portfolio is most concentrated in Financials at 5.7% of assets, followed by Technology and Industrials.
- Ilmarinen Mutual Pension Insurance's largest Q3 2019 buy was Xtrackers MSCI USA ESG Leaders Equity ETF: 49,994,238 shares worth $1.35B.
- Ilmarinen Mutual Pension Insurance's ten largest holdings make up 72% of its $5.54B portfolio in Q3 2019.
- Ilmarinen Mutual Pension Insurance disclosed 202 positions in Q3 2019, its first 13F filing on record.
Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q3 2019, filed 27 Nov 2019.