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
51
$82.1M 0.65%
390,951
-254,420
52
$59.1M 0.47%
404,175
-227,818
53
$57.7M 0.46%
550,997
+1,457
54
$57M 0.45%
11,096,955
+840,607
55
$49.4M 0.39%
2,854,691
-682,035
56
$25.5M 0.2%
331,029
-557,280
57
$2.86M 0.02%
90,931
-1,568,707
58
– –
-1,785,061
59
– –
-858,041
60
– –
0
61
– –
0
1 2
3