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
$1.12B
AUM Growth
+$85.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$622K

Top Sells

1
+$2.05M
2
+$542K

Sector Composition

1 Financials 88.42%
2 Technology 3.22%
3 Healthcare 1.55%
4 Consumer Discretionary 0.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$988M 88.31%
58,182,426
2
$36M 3.22%
3,036,106
3
$32.5M 2.91%
1,755
4
$19.9M 1.78%
1,440,000
5
$17.3M 1.55%
3,089,505
-365,240
6
$16.4M 1.46%
2,638,537
7
$6.87M 0.61%
179,740
8
$1.22M 0.11%
45,000
-20,000
9
$622K 0.06%
+13,000