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
$12.2B
AUM Growth
+$365M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$135M
2
+$109M
3
+$104M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$102M
5
AVGO icon
Broadcom
AVGO
+$101M

Top Sells

1
+$92.5M
2
+$74.5M
3
+$74.4M
4
GILD icon
Gilead Sciences
GILD
+$69.9M
5
NOV icon
NOV
NOV
+$69.8M

Sector Composition

1 Technology 27.28%
2 Healthcare 24.82%
3 Financials 17.03%
4 Communication Services 15%
5 Consumer Discretionary 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.11B 9.1%
39,255,672
-61,316
2
$643M 5.28%
11,170,662
+76,740
3
$505M 4.14%
12,555,660
+128,100
4
$497M 4.08%
3,815,344
-4,719
5
$455M 3.73%
5,497,747
-162,674
6
$410M 3.36%
2,926,841
+9,443
7
$402M 3.29%
10,331,740
+207,260
8
$394M 3.23%
3,332,052
+440,646
9
$371M 3.05%
7,784,873
+934,393
10
$327M 2.68%
2,552,046
-22,045
11
$324M 2.66%
7,322,903
-593,997
12
$302M 2.47%
205,104
-15,206
13
$290M 2.38%
1,591,738
-44,531
14
$286M 2.34%
4,468,013
-340,150
15
$280M 2.3%
2,250,392
-426,583
16
$280M 2.3%
3,149,013
-393,056
17
$276M 2.27%
6,597,880
+536,300
18
$272M 2.23%
3,434,431
-882,970
19
$266M 2.18%
3,996,777
-454,830
20
$253M 2.08%
2,729,428
+59,021
21
$226M 1.85%
2,221,516
+2,965
22
$224M 1.84%
1,552,959
+707,162
23
$210M 1.72%
2,008,597
-381,808
24
$200M 1.64%
1,891,220
+624,296
25
$191M 1.56%
7,465,503
-195,377
1
2 3