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
$1.37B
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$224K
3
+$20.1K

Top Sells

1
+$5.26M

Sector Composition

1 Financials 94.3%
2 Technology 1.85%
3 Healthcare 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.29B 94.3%
58,182,426
2
$24M 1.75%
3,036,106
3
$21.8M 1.6%
1,755
4
$11.4M 0.83%
1,440,000
5
$10.9M 0.8%
2,720,370
6
$8.59M 0.63%
1,835,974
+4,294
7
$1.02M 0.07%
+355,531
8
$224K 0.02%
+5,000
9
– –
-179,740