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
$1.83B
AUM Growth
+$139M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$47.7M
2
+$692K
3
+$220K

Top Sells

1
+$1.25M
2
+$648K
3
+$256K

Sector Composition

1 Financials 96.83%
2 Healthcare 2.61%
3 Consumer Discretionary 0.01%
4 Technology 0%
5 Energy 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.77B 96.83%
58,182,426
2
$47.7M 2.61%
+1,794,236
3
$7.61M 0.42%
2,838,557
4
$1.72M 0.09%
1,755
5
$692K 0.04%
+100,000
6
$220K 0.01%
+2,263
7
$38K ﹤0.01%
34,907
-1,146,600
8
– –
-12,000
9
– –
-10,000