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
$1.34B
AUM Growth
-$25.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$1.95M
3
+$201K

Top Sells

1
+$224K

Sector Composition

1 Financials 93.59%
2 Technology 1.72%
3 Healthcare 0.75%
4 Consumer Discretionary 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.25B 93.59%
58,182,426
2
$26.7M 1.99%
1,755
3
$19.7M 1.47%
3,036,106
4
$11.1M 0.83%
1,440,000
5
$10.5M 0.79%
2,720,370
6
$10M 0.75%
1,835,974
7
$4.3M 0.32%
+55,520
8
$1.95M 0.15%
+982,121
9
$1.4M 0.1%
355,531
10
$201K 0.02%
+5,000
11
– –
-5,000