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
$3.68B
AUM Growth
+$290M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
12
New
Increased
Reduced
Closed

Top Buys

1
+$724K
2
+$455K
3
+$454K
4
CHKP icon
Check Point Software Technologies
CHKP
+$164K

Top Sells

1
+$570K
2
+$559K

Sector Composition

1 Financials 99.85%
2 Technology 0.14%
3 Consumer Discretionary 0.01%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.67B 99.85%
58,182,426
2
$1.56M 0.04%
13,250
3
$825K 0.02%
4,000
+2,200
4
$724K 0.02%
+4,000
5
$656K 0.02%
4,000
+1,000
6
$580K 0.02%
8,000
7
$490K 0.01%
30,000
8
$455K 0.01%
+7,500
9
$212K 0.01%
5,000
10
$596 ﹤0.01%
1,754
11
– –
-5,700
12
– –
-3,750