Pricing

MANDATUM LIFE INSURANCE COMPANY LTD

0 followers ยท
HELSINKI H9 Insurance Company
13F Summary
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

Portfolio Performance