Swedbank Portfolio holdings
AUM
$89B
This Quarter Return
-15.58%
1 Year Return
+24.11%
3 Year Return
+103.92%
5 Year Return
+171.87%
10 Year Return
+514.56%
AUM
$44.3B
AUM Growth
+$44.3B
(-18%)
Cap. Flow
+$629M
Cap. Flow
% of AUM
1.42%
Top 10 Holdings %
Top 10 Hldgs %
26.51%
Holding
780
New
27
Increased
292
Reduced
270
Closed
33
Top Buys
| 1 |
Amazon
AMZN
|
$477M |
| 2 |
NVIDIA
NVDA
|
$188M |
| 3 |
Advanced Micro Devices
AMD
|
$173M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$138M |
| 5 |
Applied Materials
AMAT
|
$122M |
Top Sells
| 1 |
Dollar General
DG
|
$165M |
| 2 |
Global Payments
GPN
|
$161M |
| 3 |
Broadcom
AVGO
|
$157M |
| 4 |
S&P Global
SPGI
|
$132M |
| 5 |
Elastic
ESTC
|
$107M |
Sector Composition
| 1 | Technology | 37.81% |
| 2 | Healthcare | 18.29% |
| 3 | Financials | 12.21% |
| 4 | Communication Services | 7.43% |
| 5 | Consumer Discretionary | 6.39% |