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
$1.07B
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$422K

Top Sells

1
+$8.07M
2
+$622K

Sector Composition

1 Financials 88.89%
2 Technology 3.56%
3 Healthcare 0.98%
4 Consumer Staples 0.1%
5 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$947M 88.73%
58,182,426
2
$38M 3.56%
3,036,106
3
$30.2M 2.83%
1,755
4
$18.1M 1.7%
1,440,000
5
$15.6M 1.46%
2,638,537
6
$10.5M 0.98%
1,747,320
-1,342,185
7
$5.17M 0.48%
179,740
8
$1.69M 0.16%
60,000
+15,000
9
$1.06M 0.1%
+45,000
10
– –
-13,000