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
$14.1B
AUM Growth
+$1.47B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$172M
2
+$136M
3
+$130M
4
SPGI icon
S&P Global
SPGI
+$101M
5
JPM icon
JPMorgan Chase
JPM
+$73.8M

Top Sells

1
+$50.2M
2
+$48.7M
3
+$37.7M
4
ORCL icon
Oracle
ORCL
+$33.1M
5
MRO
Marathon Oil Corporation
MRO
+$31M

Sector Composition

1 Technology 29.47%
2 Healthcare 18.75%
3 Financials 18.34%
4 Communication Services 15.95%
5 Consumer Discretionary 8.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$102M 0.72%
3,250,736
-642,896
52
$101M 0.72%
634,134
+3,908
53
$101M 0.71%
+772,716
54
$93M 0.66%
404,675
+51,077
55
$86.5M 0.61%
362,143
-28,808
56
$67.8M 0.48%
11,238,416
+141,461
57
$64.2M 0.45%
573,900
+22,903
58
$63.2M 0.45%
385,166
-19,009
59
$27.3M 0.19%
328,934
-2,095
60
$14.1M 0.1%
894,906
-1,959,785
61
$2.67M 0.02%
90,931
62
– –
0
63
– –
0
1 2
3