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
51
$58.8M 0.48%
858,041
-26,242
52
$55.9M 0.46%
3,536,726
-581,964
53
$51M 0.42%
10,256,348
-10,022,649
54
$40.4M 0.33%
1,659,638
-1,400,000
55
– –
-127,072
56
– –
-2,073,947
57
– –
-1,021,839
58
– –
-800,498
59
– –
0
60
– –
-1,409,430
1 2
3