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LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT

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STOCKHOLM V7
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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

Portfolio Performance