Equal-WT
WhaleScore 2.0
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Livforsakringsbolaget Skandia, Omsesidigt is based out of Stockholm. Their last reported 13F filing for Q4 2023 included $1,047,777,432 in managed 13F securities
and a top 10 holdings concentration of 35.07%. Livforsakringsbolaget Skandia, Omsesidigt's largest holding is Apple Inc with shares held of 444,441. Whalewisdom has at least 50 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
MSFT Microsoft Corp. | 0.47% |
AVGO Broadcom Ltd. (Avago | 0.44% |
META Meta Platforms Inc | 0.44% |
JPM JPMorgan Chase & Co. | 0.4% |
AMZN Amazon.com Inc. | 0.37% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
SANM Sanmina Corp. | 0.46% |
WSM Williams-Sonoma Inc. | 0.32% |
DGX Quest Diagnostics, I | 0.29% |
WLK Westlake Chemical Co | 0.21% |
ZUMZ Zumiez Inc | 0.21% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 8.16% |
MSFT Microsoft Corp. | 6.95% |
GOOGL Alphabet Inc. Class | 4.37% |
NVDA NVIDIA Corp. | 3.31% |
AMZN Amazon.com Inc. | 3.24% |
2023-12-31
13F Activity
Market Value | $1.05b, Prior: $0.91b |
New Purchases | 27 stocks |
Added To | 290 stocks |
Sold out of | 33 stocks |
Reduced holdings in | 23 stocks |
Top 10 Holdings % | 35.07% |
Turnover %[1] | 10.47% |
Turnover Alt %[2] | 3.43% |
Time Held Top 20 | 14.25 quarters |
Time Held Top 10 | 12.9 quarters |
Time Held All | 29.08 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31