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
+$57.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$631K
2
+$317K

Top Sells

1
+$1.69M
2
+$1.06M

Sector Composition

1 Financials 92%
2 Technology 2.11%
3 Healthcare 0.61%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.03B 92%
58,182,426
2
$23.7M 2.11%
3,036,106
3
$23.7M 2.1%
1,755
4
$21M 1.87%
2,720,370
+81,833
5
$10.4M 0.92%
1,440,000
6
$6.89M 0.61%
1,831,680
+84,360
7
$4.36M 0.39%
179,740
8
– –
-60,000
9
– –
-45,000