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
$75.1B
AUM Growth
-$6.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
717
New
Increased
Reduced
Closed

Top Buys

1
+$399M
2
+$163M
3
+$162M
4
PINS icon
Pinterest
PINS
+$140M
5
ISRG icon
Intuitive Surgical
ISRG
+$103M

Top Sells

1
+$419M
2
+$264M
3
+$235M
4
UNH icon
UnitedHealth
UNH
+$187M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$176M

Sector Composition

1 Technology 40.37%
2 Healthcare 13.85%
3 Financials 11.71%
4 Communication Services 9.58%
5 Consumer Discretionary 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$471K ﹤0.01%
4,500
-2,800
677
$443K ﹤0.01%
1,900
-200
678
$440K ﹤0.01%
2,400
679
$414K ﹤0.01%
42,718
680
$396K ﹤0.01%
7,201
681
$370K ﹤0.01%
274,066
+38,833
682
$360K ﹤0.01%
391,978
+64,426
683
$309K ﹤0.01%
49,000
-4,600
684
$264K ﹤0.01%
6,463
685
$220K ﹤0.01%
1,579
-226
686
$203K ﹤0.01%
41,100
-236,700
687
$104K ﹤0.01%
25,000
688
$101K ﹤0.01%
1,298
689
$101K ﹤0.01%
822
690
$84.1K ﹤0.01%
185
691
$80.3K ﹤0.01%
99,623
-31,440
692
$60.5K ﹤0.01%
32,857
+25,193
693
$51.5K ﹤0.01%
+746
694
– –
-500,000
695
– –
-75,200
696
– –
-185,445
697
– –
-7,400
698
– –
-40,000
699
– –
-1,000,000
700
– –
-40,000
25 26 27
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