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
$1.39B
AUM Growth
+$51.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$959K

Top Sells

1
+$201K

Sector Composition

1 Financials 94.14%
2 Technology 1.17%
3 Healthcare 0.95%
4 Consumer Discretionary 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.31B 94.14%
58,182,426
2
$24.5M 1.76%
1,755
3
$11.9M 0.86%
1,835,974
4
$11.9M 0.85%
1,440,000
5
$11.7M 0.84%
3,036,106
6
$11.4M 0.82%
2,720,370
7
$4.27M 0.31%
55,520
8
$3.2M 0.23%
1,402,763
+420,642
9
$1.39M 0.1%
355,531
10
$1.24M 0.09%
+23,000
11
– –
-5,000