IA

Investor AB Portfolio holdings

AUM $5.23B
1-Year Est. Return 48.32%
This Quarter Est. Return
1 Year Est. Return
+48.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$852M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$1.76M
2
+$482K
3
+$425K

Top Sells

1
+$10.9M

Sector Composition

1 Financials 84.34%
2 Technology 7.42%
3 Healthcare 1.77%
4 Industrials 0.41%
5 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$716M 84.13%
58,182,426
2
$62.4M 7.32%
3,036,106
-531,874
3
$26.8M 3.14%
1,440,000
4
$17.4M 2.05%
2,518,055
5
$15.1M 1.77%
3,454,745
6
$4.4M 0.52%
179,740
7
$2.61M 0.31%
35,000
8
$2.59M 0.3%
20,866
9
$1.76M 0.21%
+50,000
10
$870K 0.1%
15,000
11
$789K 0.09%
65,000
+35,000
12
$482K 0.06%
+14,000