Swedbank Portfolio holdings
AUM
$98.7B
1-Year Est. Return
28.94%
1 Year Est. Return
+28.94%
AUM
$75.1B
AUM Growth
-$6.21B
(-7.6%)
Holding
717
Top Buys
| 1 | +$399M | |
| 2 | +$163M | |
| 3 | +$162M | |
| 4 |
Pinterest
PINS
|
+$140M |
| 5 |
Intuitive Surgical
ISRG
|
+$103M |
Top Sells
| 1 | +$419M | |
| 2 | +$264M | |
| 3 | +$235M | |
| 4 |
UnitedHealth
UNH
|
+$187M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
51
Zoetis
ZTS
$63B
| $325M | 0.43% |
1,975,683
+60,433
|
|
||
52
Emerson Electric
EMR
$73.3B
| $312M | 0.42% |
2,846,978
+309,078
|
|
||
53
Amphenol
APH
$153B
| $311M | 0.41% |
4,748,252
+448,000
|
|
||
54
Adobe
ADBE
$138B
| $310M | 0.41% |
808,635
-7,580
|
|
||
55
Colgate-Palmolive
CL
$62.7B
| $308M | 0.41% |
3,287,088
+428,823
|
|
||
56
Quanta Services
PWR
$65.1B
| $304M | 0.41% |
1,197,062
+401,418
|
|
||
57
PepsiCo
PEP
$207B
| $298M | 0.4% |
1,989,564
+14,205
|
|
||
58
Trane Technologies
TT
$94B
| $292M | 0.39% |
866,248
+195,820
|
|
||
59
Cigna
CI
$78.6B
| $291M | 0.39% |
883,337
-1,069
|
|
||
60
Micron Technology
MU
$215B
| $281M | 0.37% |
3,228,767
-220,789
|
|
||
61
Bentley Systems
BSY
$15.4B
| $280M | 0.37% |
7,119,208
+111,884
|
|
||
62
Palo Alto Networks
PANW
$140B
| $268M | 0.36% |
1,569,687
-65,014
|
|
||
63
Service Corp International
SCI
$11.5B
| $261M | 0.35% |
3,250,020
+300,000
|
|
||
64
Procter & Gamble
PG
$345B
| $251M | 0.33% |
1,471,085
-110,198
|
|
||
65
AstraZeneca
AZN
$263B
| $248M | 0.33% |
3,375,775
+544,418
|
|
||
66
TSMC
TSM
$1.58T
| $244M | 0.32% |
1,467,724
-82,919
|
|
||
67
IBM
IBM
$262B
| $243M | 0.32% |
976,894
-23,822
|
|
||
68
Progressive
PGR
$133B
| $241M | 0.32% |
849,855
-50,631
|
|
||
69
Veeva Systems
VEEV
$47.1B
| $239M | 0.32% |
1,031,829
+1,041
|
|
||
70
Gilead Sciences
GILD
$147B
| $237M | 0.32% |
2,118,632
+16,663
|
|
||
71
Lam Research
LRCX
$183B
| $235M | 0.31% |
3,231,430
+162,428
|
|
||
72
MetLife
MET
$54.3B
| $227M | 0.3% |
2,831,808
-635,000
|
|
||
73
Mercado Libre
MELI
$104B
| $227M | 0.3% |
116,457
-1,817
|
|
||
74
Equinix
EQIX
$80.5B
| $219M | 0.29% |
268,920
-23,788
|
|
||
75
Abbott
ABT
$225B
| $216M | 0.29% |
1,628,328
-77,261
|
|