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IA

Investor AB Portfolio holdings

AUM $15.1B
1-Year Est. Return 121.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+121.41%
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
+$1.31M
2
+$561K
3
+$474K

Top Sells

1
+$406K

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