Swedbank

Swedbank Portfolio holdings

AUM $98.7B
1-Year Est. Return 28.94%
This Quarter Est. Return
1 Year Est. Return
+28.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.2B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$109M
3
+$104M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$102M
5
AVGO icon
Broadcom
AVGO
+$101M

Top Sells

1
+$92.5M
2
+$74.5M
3
+$74.4M
4
GILD icon
Gilead Sciences
GILD
+$69.9M
5
NOV icon
NOV
NOV
+$69.8M

Sector Composition

1 Technology 27.28%
2 Healthcare 24.82%
3 Financials 17.03%
4 Communication Services 15%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$183M 1.5%
5,755,884
-2,344,907
27
$170M 1.4%
1,399,152
+119,903
28
$168M 1.37%
1,369,597
-482,877
29
$155M 1.27%
1,774,496
-56,758
30
$152M 1.25%
1,350,299
-444,237
31
$149M 1.22%
645,371
+3,940
32
$148M 1.22%
473,776
+245,249
33
$142M 1.16%
4,409,086
-46,703
34
$137M 1.13%
2,644,781
+60,767
35
$135M 1.11%
+2,268,948
36
$135M 1.11%
2,554,616
-52,358
37
$119M 0.98%
838,869
+83,260
38
$118M 0.97%
3,001,381
-1,721,466
39
$109M 0.9%
+2,910,510
40
$105M 0.86%
631,993
-143,235
41
$104M 0.85%
+60,526,200
42
$101M 0.83%
+5,834,550
43
$95.5M 0.78%
3,113,275
-79,160
44
$94.1M 0.77%
583,348
-42,792
45
$94M 0.77%
1,990,952
-67,090
46
$92.2M 0.76%
625,510
-12,445
47
$91M 0.75%
2,026,829
-729,113
48
$71.2M 0.58%
888,309
-112,026
49
$67.4M 0.55%
1,785,061
-53,423
50
$59.8M 0.49%
549,540
-22,380
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