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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
+12.6%
1 Year Est. Return
+16.27%
3 Year Est. Return
+68.33%
5 Year Est. Return
+76.68%
10 Year Est. Return
–
AUM
$8.57B
AUM Growth
+$853M
Cap. Flow
-$241M
Cap. Flow %
-2.82%
Top 10 Hldgs %
73.99%
Holding
258
New
32
Increased
53
Reduced
33
Closed
35

Top Buys

Rank Stock Value
1
LDEM icon
iShares ESG MSCI EM Leaders ETF
LDEM
+$81.2M
2
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$28.5M
3
IYR icon
iShares US Real Estate ETF
IYR
+$13.7M
4
VZ icon
Verizon
VZ
+$12.4M
5
SHOP icon
Shopify
SHOP
+$10.5M

Top Sells

Rank Stock Value
1
TSLA icon
Tesla
TSLA
+$499M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$147M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$102M
4
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$98.9M
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$69M

Sector Composition

Rank Sector Weight
1 Technology 6.74%
2 Financials 4.5%
3 Consumer Discretionary 3.43%
4 Healthcare 2.76%
5 Communication Services 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
USSG icon
1
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$587M
$1.87B 21.84%
54,903,682
-686,248
-1% -$22.2M
SUSL icon
2
iShares ESG MSCI USA Leaders ETF
SUSL
$1.19B
$1.81B 21.13%
27,884,228
-71,652
-0.3% -$4.4M
LDEM icon
3
iShares ESG MSCI EM Leaders ETF
LDEM
$33.2M
$810M 9.45%
13,546,429
+1,446,429
+12% +$81.2M
TSLA icon
4
PUT
Tesla
TSLA
$1.26T
$706M 8.23%
+3,000,000
New +$512M
SJNK icon
5
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$472M 5.51%
17,511,703
-3,750,000
-18% -$98.9M
MSFT icon
6
Microsoft
MSFT
$3.71T
$195M 2.27%
875,000
+25,000
+3% +$5.38M
IWF icon
7
iShares Russell 1000 Growth ETF
IWF
$127B
$166M 1.94%
2,761,652
-1,212,000
-31% -$69M
GOOGL icon
8
Alphabet (Google) Class A
GOOGL
$4.38T
$131M 1.53%
1,500,000
+50,000
+3% +$4.21M
EEM icon
9
iShares MSCI Emerging Markets ETF
EEM
$29.2B
$92M 1.07%
1,781,500
+592,500
+50% +$28.5M
HYG icon
10
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$86.4M 1.01%
990,000
– –
TSLA icon
11
Tesla
TSLA
$1.26T
$60M 0.7%
255,000
-2,925,000
-92% -$499M
V icon
12
Visa
V
$692B
$50.5M 0.59%
231,000
+14,500
+7% +$2.97M
EQR icon
13
Equity Residential
EQR
$25B
$50.4M 0.59%
850,000
– –
VCSH icon
14
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$50M 0.58%
600,000
– –
IYR icon
15
iShares US Real Estate ETF
IYR
$4.63B
$46.3M 0.54%
540,627
+165,000
+44% +$13.7M
SHOP icon
16
Shopify
SHOP
$191B
$45.1M 0.53%
400,000
+100,000
+33% +$10.5M
MA icon
17
Mastercard
MA
$505B
$44.3M 0.52%
124,000
+8,500
+7% +$2.83M
PG icon
18
Procter & Gamble
PG
$342B
$40.7M 0.47%
292,300
+7,800
+3% +$1.09M
JNJ icon
19
Johnson & Johnson
JNJ
$619B
$40.5M 0.47%
257,600
– –
VZ icon
20
Verizon
VZ
$195B
$38.3M 0.45%
652,300
+209,000
+47% +$12.4M
TD icon
21
Toronto Dominion Bank
TD
$200B
$34.7M 0.4%
614,236
-40,000
-6% -$2.03M
EWY icon
22
iShares MSCI South Korea ETF
EWY
$23.8B
$33M 0.39%
383,400
– –
MRK icon
23
Merck
MRK
$317B
$30.9M 0.36%
396,144
– –
HD icon
24
Home Depot
HD
$349B
$30.5M 0.36%
115,000
+5,000
+5% +$1.37M
EWT icon
25
iShares MSCI Taiwan ETF
EWT
$10.6B
$29.1M 0.34%
549,048
– –
1
2 3 4 5

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WANY
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AIM
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Ilmarinen Mutual Pension Insurance's Q4 2020 Portfolio in Review

As of Q4 2020, Ilmarinen Mutual Pension Insurance held 258 positions worth $8.57B, up 11% from $7.72B the previous quarter. Its ten largest holdings account for 74% of the portfolio.

Ilmarinen Mutual Pension Insurance's Q4 2020 filing shows 32 new, 53 increased, 33 reduced and 35 closed positions. Its largest new stake was Advanced Micro Devices: 100,000 shares worth $9.17M. The largest sale was Tesla, an estimated $499M.

By sector, the portfolio is most concentrated in Technology at 6.7% of assets, up from 6.6% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Ilmarinen Mutual Pension Insurance's largest Q4 2020 buy was Advanced Micro Devices: 100,000 shares worth $9.17M.
  • Ilmarinen Mutual Pension Insurance added most to iShares ESG MSCI EM Leaders ETF in Q4 2020, an estimated $81.2M increase.
  • Ilmarinen Mutual Pension Insurance's biggest Q4 2020 reduction was Tesla, cutting an estimated $499M.
  • Ilmarinen Mutual Pension Insurance fully exited iShares Core MSCI Emerging Markets ETF in Q4 2020, selling an estimated $147M.
  • Ilmarinen Mutual Pension Insurance's ten largest holdings make up 74% of its $8.57B portfolio in Q4 2020.
  • Ilmarinen Mutual Pension Insurance opened 32 new positions and closed 35 in Q4 2020.
  • Ilmarinen Mutual Pension Insurance's portfolio value rose 11% quarter-over-quarter to $8.57B.

Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q4 2020, filed 10 Feb 2021.