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
$3.3B
AUM Growth
+$342M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$642K
3
+$243K
4
SWK icon
Stanley Black & Decker
SWK
+$196K

Top Sells

1
+$460K

Sector Composition

1 Financials 99.86%
2 Technology 0.09%
3 Consumer Discretionary 0.02%
4 Real Estate 0.02%
5 Industrials 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.3B 99.86%
58,182,426
2
$2.62M 0.08%
+51,153
3
$642K 0.02%
+20,000
4
$602K 0.02%
5,678
5
$429K 0.01%
5,700
+2,600
6
$243K 0.01%
+4,850
7
$26K ﹤0.01%
1,755
8
– –
-10,000