Mandatum Life Insurance Company LTD is based out of Helsinki. Their last reported 13F filing for Q4 2023 included $269,565,222 in managed 13F securities
and a top 10 holdings concentration of 67.29%. Mandatum Life Insurance Company LTD's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 171,260. Whalewisdom has at least 34 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IJR iShares Core S&P Sma | 1.49% |
AMZN Amazon.com Inc. | 0.67% |
MSFT Microsoft Corp. | 0.61% |
NVDA NVIDIA Corp. | 0.58% |
IVV iShares Core S&P 500 | 0.45% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
AAPL Apple Inc | 1.83% |
KWEB KraneShares CSI Chin | 1.58% |
TNK Teekay Tankers Ltd | 0.62% |
ACWV iShares MSCI Global | 0.13% |
CARR Carrier Global Corp. | 0.11% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IVV iShares Core S&P 500 | 30.34% |
KWEB KraneShares CSI Chin | 9.91% |
META Meta Platforms Inc | 5.57% |
MSFT Microsoft Corp. | 4.73% |
VOO VANGUARD 500 INDEX F | 4.64% |
2023-12-31
13F Activity
Market Value | $270m, Prior: $240m |
New Purchases | 9 stocks |
Added To | 21 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 15 stocks |
Top 10 Holdings % | 67.29% |
Turnover %[1] | 12.66% |
Turnover Alt %[2] | 2.64% |
Time Held Top 20 | 8.35 quarters |
Time Held Top 10 | 8.6 quarters |
Time Held All | 18.28 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