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
$1.55B
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$716K

Top Sells

1
+$617K
2
+$481K

Sector Composition

1 Financials 97.03%
2 Healthcare 0.93%
3 Consumer Discretionary 0.32%
4 Technology 0.15%
5 Industrials 0.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.5B 96.99%
58,182,426
2
$15.7M 1.01%
1,755
3
$14.5M 0.93%
750,423
4
$7.95M 0.51%
2,838,557
5
$4.94M 0.32%
55,520
6
$2.36M 0.15%
2,775,492
7
$716K 0.05%
+10,000
8
$581K 0.04%
24,600
9
– –
-26,348
10
– –
-25,000