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
$12.7B
AUM Growth
+$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$171M
2
+$150M
3
+$119M
4
AMZN icon
Amazon
AMZN
+$110M
5
BAC icon
Bank of America
BAC
+$108M

Top Sells

1
+$222M
2
+$151M
3
+$107M
4
UNH icon
UnitedHealth
UNH
+$79.3M
5
HSIC icon
Henry Schein
HSIC
+$78.1M

Sector Composition

1 Technology 27.4%
2 Healthcare 20.89%
3 Financials 18.21%
4 Communication Services 16.54%
5 Consumer Discretionary 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$186M 1.47%
2,599,762
-834,669
27
$181M 1.43%
67,719,640
+7,193,440
28
$171M 1.35%
+4,736,071
29
$169M 1.33%
1,921,582
+30,362
30
$167M 1.32%
3,134,064
+489,283
31
$166M 1.31%
1,420,341
+21,189
32
$165M 1.31%
1,229,996
-139,601
33
$159M 1.25%
1,758,771
-15,725
34
$150M 1.19%
+1,910,430
35
$143M 1.13%
5,305,144
-2,160,359
36
$137M 1.08%
4,532,206
-1,223,678
37
$129M 1.02%
851,407
+12,538
38
$128M 1.01%
7,259,180
+1,424,630
39
$125M 0.99%
3,893,632
+780,357
40
$123M 0.97%
3,992,774
-416,312
41
$122M 0.96%
1,093,372
-256,927
42
$119M 0.94%
+1,008,929
43
$116M 0.92%
1,957,952
-33,000
44
$113M 0.89%
2,089,972
+63,143
45
$108M 0.86%
+4,906,582
46
$105M 0.83%
2,083,571
-471,045
47
$104M 0.82%
+649,727
48
$98.7M 0.78%
2,786,767
-123,743
49
$94.1M 0.74%
630,226
+4,716
50
$84.7M 0.67%
353,598
-229,750
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