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
$4.52B
AUM Growth
+$251M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$881K
2
+$492K
3
+$459K
4
CHKP icon
Check Point Software Technologies
CHKP
+$187K
5
COHR icon
Coherent
COHR
+$47.4K

Top Sells

1
+$748K
2
+$203K

Sector Composition

1 Financials 99.57%
2 Healthcare 0.34%
3 Technology 0.07%
4 Consumer Discretionary 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.5B 99.56%
58,182,426
2
$15.5M 0.34%
872,093
3
$1.12M 0.02%
6,000
+1,000
4
$881K 0.02%
+40,000
5
$748K 0.02%
30,000
6
$663K 0.01%
7,000
+500
7
$492K 0.01%
+480
8
$459K 0.01%
+8,000
9
– –
-5,000
10
– –
-3,602