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
$1.95B
AUM Growth
+$54.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.2M
2 +$547K
3 +$232K

Top Sells

1 +$375K

Sector Composition

1 Financials 98.84%
2 Healthcare 0.76%
3 Energy 0.06%
4 Technology 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.93B 98.84%
58,182,426
2
$14.9M 0.76%
1,794,228
3
$4.18M 0.21%
1,755
4
$1.2M 0.06%
+63,500
5
$1.12M 0.06%
75,000
-25,000
6
$547K 0.03%
+23,000
7
$379K 0.02%
2,245
8
$232K 0.01%
+80,000