Swedbank Portfolio holdings
AUM
$89B
This Quarter Return
-4.97%
1 Year Return
+24.11%
3 Year Return
+103.92%
5 Year Return
+171.87%
10 Year Return
+514.56%
AUM
$41.9B
AUM Growth
+$41.9B
(-5.4%)
Cap. Flow
+$2.3B
Cap. Flow
% of AUM
5.48%
Top 10 Holdings %
Top 10 Hldgs %
27.17%
Holding
766
New
19
Increased
255
Reduced
272
Closed
27
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$922M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$862M |
| 3 |
Microsoft
MSFT
|
$341M |
| 4 |
Tesla
TSLA
|
$207M |
| 5 |
Adobe
ADBE
|
$182M |
Top Sells
| 1 |
Global Payments
GPN
|
$212M |
| 2 |
Enphase Energy
ENPH
|
$118M |
| 3 |
PayPal
PYPL
|
$104M |
| 4 |
Cigna
CI
|
$97M |
| 5 |
SIVB
SVB Financial Group
SIVB
|
$90.7M |
Sector Composition
| 1 | Technology | 37.99% |
| 2 | Healthcare | 18.68% |
| 3 | Financials | 12.22% |
| 4 | Communication Services | 6.96% |
| 5 | Consumer Discretionary | 6.63% |
