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
$1.72B
AUM Growth
-$104M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$345K

Top Sells

1
+$7.61M
2
+$220K
3
+$38K
4
STIM icon
Neuronetics
STIM
+$256

Sector Composition

1 Financials 96.51%
2 Healthcare 3.34%
3 Energy 0.02%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.66B 96.51%
58,182,426
2
$57.5M 3.34%
1,794,228
-8
3
$1.3M 0.08%
1,755
4
$936K 0.05%
100,000
5
$345K 0.02%
+8,500
6
– –
-2,263
7
– –
-2,838,557
8
– –
-34,907