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
701
– –
-124,237
702
– –
-50,300
703
– –
-58,730
704
– –
-6,726
705
– –
-2,852
706
– –
-341,652
707
– –
-343,689
708
– –
-358,715
709
– –
-50,000
710
– –
-25,000
711
– –
-57,000
712
– –
-3,003
713
– –
-40,000
714
– –
-100,000
715
– –
-200,000
716
– –
-50,000
717
– –
-25,000
25 26 27 28
29