Asa Wallenberg Portfolio
Invests via Lansforsakringar Fondforvaltning AB (publ) | Managed by Asa Wallenberg
Invests via Lansforsakringar Fondforvaltning AB (publ)
Managed by Asa Wallenberg
Automatically Tracked
Scandinavian investor and governance figure from the Wallenberg industrial-financial dynasty, Asa Wallenberg combines family banking heritage with board and investment experience. Active across private equity, corporate boards and philanthropy, focuses on long-term capital allocation, industrials and financial services; known for strategic governance, cross-border deal experience and stewardship of family holdings; profile relevant to capital markets, M&A and institutional investor networks.
Scandinavian investor and governance figure from the Wallenberg industrial-financial dynasty, Asa Wallenberg combines family banking heritage with board and investment experience. Active across private equity, corporate boards and philanthropy, focuses on long-term capital allocation, industrials and financial services; known for strategic governance, cross-border deal experience and stewardship of family holdings; profile relevant to capital markets, M&A and institutional investor networks.
Investment Philosophy & Strategy
Draws on multi-generational banking and industrial stewardship to favor concentrated, long‑term equity positions in industrials and financial services, blending active governance with strategic capital allocation. Emphasizes downside protection through board oversight, strong cash flows and franchise durability, and pursues cross-border value creation via M&A and structured private equity deals. Prioritizes patient time horizons, alignment with management, conservative leverage and selective philanthropy-linked investments that reinforce institutional relationships and systemic stability.
Draws on multi-generational banking and industrial stewardship to favor concentrated, long‑term equity positions in industrials and financial services, blending active governance with strategic capital allocation. Emphasizes downside protection through board oversight, strong cash flows and franchise durability, and pursues cross-border value creation via M&A and structured private equity deals. Prioritizes patient time horizons, alignment with management, conservative leverage and selective philanthropy-linked investments that reinforce institutional relationships and systemic stability.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
45.76%
Gain -1.72%
Monthly
1.77%
Yearly
23.4%
Drawdown
25.9%
$22.82B
Equity
Holdings
$22.82B
Investment
$18.38B
$4.92B
Profit -$246.33M
Realized
$485.94M
Unrealized
$4.44B
Dividends
$367.52M
Goals
Avg. 74% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.72%
Profit
-$246.33M
Win %
57%
This Week
Compared To Last Week
Gain
-1.93%
Profit
-$447.92M
Win %
57%
This Month
Compared to last month
Gain
0.004%
Profit
$943,039.1
Win %
57%
This Year
Compared to last year
Gain
2.42%
Profit
$540.46M
Win %
57%
KMI Kinder Morgan, Inc.
+3.43%
+$824,218.87 
IMO Imperial Oil Limited
+3.27%
+$134,738.72 
TRGP Targa Resources Corp.
+3.23%
+$564,364.46 
DKS Dick's Sporting Goods, Inc.
+3.15%
+$60,488.96 
TTE TotalEnergies SE
+2.95%
+$1.95M 
PBA Pembina Pipeline Corporation
+2.76%
+$170,031.19 
FDXF FedEx Freight Holding Company Inc.
+2.71%
+$99,408 
OKE ONEOK, Inc.
+2.71%
+$457,240.2 
BKR Baker Hughes Company
+2.6%
+$1.36M 
SLB Schlumberger Limited
+2.55%
+$548,179.45 
LNG Cheniere Energy Inc.
+2.53%
+$426,354 
JBS JBS N.V.
+2.48%
+$11,970 
RPRX Royalty Pharma plc
+2.41%
+$231,214.37 
PODD Insulet Corporation
+2.36%
+$51,164.72 
MSI Motorola Solutions, Inc.
+2.27%
+$520,185.46 
FTI TechnipFMC plc
+2.23%
+$181,930.32 
TRP TC Energy Corporation
+2.19%
+$300,326.67 
F Ford Motor Company
+2.11%
+$310,231.48 
HAL Halliburton Company
+1.99%
+$191,941.2 
USB U.S. Bancorp
+1.93%
+$532,951.44 
PEP PepsiCo, Inc.
+1.92%
+$2.48M 
BRBR BellRing Brands Inc.
+1.89%
+$2,429.81 
PEG Public Service Enterprise Group Incorporated
+1.86%
+$196,030.58 
EXC Exelon Corporation
+1.85%
+$276,290.17 
CBOE Cboe Global Markets Inc.
+1.83%
+$196,625.79 
UL Unilever PLC Sponsored American Depositary Receipt
+1.82%
+$1.01M 
CCEP Coca-Cola Europacific Partners PLC
+1.82%
+$149,770 
CCI Crown Castle Inc.
+1.79%
+$194,099.62 
IDXX IDEXX Laboratories, Inc.
+1.78%
+$235,932.41 
ATO Atmos Energy Corporation
+1.72%
+$349,840.74 
ED Consolidated Edison, Inc.
+1.72%
+$672,463.89 
ROK Rockwell Automation, Inc.
+1.69%
+$236,849.28 
TJX The TJX Companies, Inc.
+1.63%
+$785,450.48 
CNP CenterPoint Energy Inc.
+1.58%
+$123,104.52 
FTS Fortis Inc.
+1.55%
+$95,218.7 
TFC Truist Financial Corporation
+1.55%
+$204,456.24 
VMC Vulcan Materials Company
+1.53%
+$151,675.23 
BZ Kanzhun Limited American Depositary Shares
+1.53%
+$14,250 
AMT American Tower Corporation
+1.5%
+$397,725.51 
AZO AutoZone Inc.
+1.48%
+$222,029.98 
CASY Casey's General Stores Inc.
+1.46%
+$91,612.08 
NEM Newmont Corporation
+1.43%
+$671,287.4 
TMUS T-Mobile US, Inc.
+1.43%
+$947,578.58 
SRE Sempra
+1.43%
+$225,749.16 
NJR New Jersey Resources Corporation
+1.43%
+$7,466.86 
SBAC SBA Communications Corporation
+1.38%
+$84,592.75 
WY Weyerhaeuser Company
+1.37%
+$57,636.71 
AWK American Water Works Company, Inc.
+1.36%
+$112,309.12 
GE General Electric Company
+1.32%
+$1.57M 
MDLZ Mondelez International, Inc.
+1.32%
+$325,972.1 
CMCSA Comcast Corp
+1.31%
+$426,895.52 
COST Costco Wholesale Corporation
+1.29%
+$1.36M 
ALL Allstate Corporation
+1.27%
+$178,931.36 
FER Ferrovial SE
+1.27%
+$112,019.12 
CINF Cincinnati Financial Corporation
+1.26%
+$103,092.49 
IBN ICICI Bank Limited Sponsored ADR
+1.26%
+$7,975.35 
MRK Merck & Co., Inc.
+1.24%
+$1.49M 
NUE Nucor Corporation
+1.24%
+$214,350.62 
MLM Martin Marietta Materials, Inc.
+1.23%
+$109,861.56 
KO The Coca-Cola Company
+1.23%
+$1.32M 
WMB The Williams Companies, Inc.
+1.23%
+$374,251.6 
CRH CRH plc
+1.22%
+$210,747 
AIG American International Group Inc.
+1.2%
+$157,658.2 
IHG Intercontinental Hotels Group PLC ADR
+1.2%
+$108,559.03 
MET MetLife Inc.
+1.2%
+$202,309.2 
VZ Verizon Communications Inc.
+1.13%
+$864,806 
ES Eversource Energy
+1.11%
+$107,161.08 
RS Reliance Inc.
+1.1%
+$68,507.77 
WFC Wells Fargo & Company
+1.08%
+$907,152.08 
PNC The PNC Financial Services Group, Inc.
+1.07%
+$229,045.55 
APTV Aptiv PLC
+1.04%
+$33,428.75 
AMRZ Amrize Ltd.
+1.03%
+$43,010.66 
ACGL Arch Capital Group Ltd
+1.03%
+$117,665.16 
NEE NextEra Energy, Inc.
+1.01%
+$518,703.2 
FCNCA First Citizens BancShares, Inc.
+1.01%
+$35,917 
TSN Tyson Foods Inc.
+1.01%
+$46,390.31 
WTW Willis Towers Watson Public Limited Company
+1.01%
+$92,682.73 
HTHT H World Group Limited American Depositary Receipt
+1%
+$13,110 
ROST Ross Stores, Inc.
+1%
+$218,183.4 
EXR Extra Space Storage Inc.
+0.99%
+$90,799.49 
KR Kroger Co.
+0.99%
+$151,756.16 
HIG The Hartford Insurance Group, Inc.
+0.99%
+$111,885.79 
MKC McCormick & Company, Incorporated
+0.98%
+$37,115.55 
AON Aon plc
+0.97%
+$176,934.47 
SW Smurfit WestRock PLC
+0.97%
+$63,113.2 
ETR Entergy Corporation
+0.96%
+$138,509.97 
JPM JPMorgan Chase & Co.
+0.95%
+$3.74M 
CMI Cummins Inc.
+0.95%
+$214,327.27 
COF Capital One Financial Corporation
+0.94%
+$347,247.28 
PKG Packaging Corporation of America
+0.93%
+$62,643.56 
YUMC Yum China Holdings Inc.
+0.93%
+$30,751.5 
FERG Ferguson Enterprises Inc
+0.93%
+$97,024.38 
HD The Home Depot, Inc.
+0.93%
+$862,840.53 
MAR Marriott International Inc. - Class A
+0.92%
+$244,861.05 
RYAAY Ryanair Holdings plc American Depositary Receipt
+0.92%
+$74,285.28 
TPL Texas Pacific Land Corporation
+0.91%
+$70,152.22 
EG Everest Group, Ltd.
+0.91%
+$38,956.88 
VTR Ventas Inc.
+0.91%
+$113,590.4 
LIN Linde plc
+0.9%
+$1.28M 
DRI Darden Restaurants, Inc.
+0.86%
+$63,806.5 
SUI Sun Communities Inc.
+0.85%
+$27,474.48 
DOV Dover Corporation
+0.85%
+$70,222.52 
WMT Walmart Inc.
+0.84%
+$1.31M 
DOW Dow Inc.
+0.84%
+$40,367.5 
PGR Progressive Corporation
+0.84%
+$330,624 
KHC The Kraft Heinz Company
+0.84%
+$87,403.1 
HWM Howmet Aerospace Inc.
+0.83%
+$275,958.51 
PSA Public Storage Common Stock
+0.82%
+$116,695.3 
KIM Kimco Realty Corporation
+0.82%
+$37,550.19 
STLD Steel Dynamics Inc.
+0.81%
+$81,142.45 
PCG PG&E Corporation
+0.81%
+$69,741.52 
MCHP Microchip Technology Incorporated
+0.81%
+$114,613.8 
CHTR Charter Communications Inc
+0.79%
+$18,972.09 
H Hyatt Hotels Corporation
+0.79%
+$15,300.32 
AFL Aflac Inc.
+0.77%
+$127,392.81 
TT Trane Technologies plc
+0.76%
+$238,760.29 
L Loews Corporation
+0.76%
+$31,381.35 
CME CME Group Inc.
+0.75%
+$292,079.16 
EIX Edison International
+0.75%
+$63,435.24 
MKL Markel Group Inc.
+0.74%
+$52,913.89 
HEI.A Heico Corporation
+0.73%
+$28,576.8 
BNY BlackRock New York Municipal Income Trust
+0.72%
+$219,982.25 
FISV Fiserv, Inc.
+0.72%
+$56,894.92 
PG Procter & Gamble Co
+0.72%
+$802,210.44 
MNST Monster Beverage Corporation
+0.72%
+$136,091.15 
SLF Sun Life Financial Inc.
+0.71%
+$70,068.88 
CARR Carrier Global Corporation
+0.71%
+$88,961.73 
AJG Arthur J. Gallagher & Co.
+0.71%
+$137,942.4 
MGA Magna International Inc.
+0.71%
+$20,656.03 
JNJ Johnson & Johnson
+0.71%
+$1.53M 
SYK Stryker Corporation
+0.7%
+$166,904.51 
PCAR PACCAR Inc.
+0.69%
+$119,013.35 
LOW Lowe's Companies Inc.
+0.69%
+$231,608.28 
GM General Motors Company
+0.68%
+$156,296.85 
MRSH Marsh & McLennan Companies, Inc.
+0.68%
+$188,668.42 
STZ Constellation Brands, Inc.
+0.67%
+$36,430.38 
HSY The Hershey Company
+0.66%
+$81,152.56 
LLY Eli Lilly and Company
+0.66%
+$2.87M 
CB Chubb Limited
+0.66%
+$250,614.6 
XYL Xylem Inc.
+0.65%
+$51,573.37 
DPZ Domino's Pizza Inc.
+0.64%
+$17,748.94 
GRMN Garmin Ltd.
+0.64%
+$89,106.3 
INVH Invitation Homes Inc.
+0.63%
+$20,654.83 
BRO Brown & Brown Inc.
+0.63%
+$37,631.45 
ABBV AbbVie Inc.
+0.63%
+$1.04M 
O Realty Income Corporation
+0.63%
+$118,481.65 
QSR Restaurant Brands International Inc.
+0.63%
+$32,863.41 
CF CF Industries Holdings, Inc.
+0.63%
+$25,814.25 
OTIS Otis Worldwide Corporation
+0.61%
+$52,545.14 
COO The Cooper Companies, Inc.
+0.6%
+$15,172.83 
BCE BCE Inc.
+0.59%
+$10,357.44 
BLK BlackRock, Inc.
+0.59%
+$294,392.62 
VLO Valero Energy Corporation
+0.59%
+$79,855.62 
FOX Fox Corporation Class B Common Stock
+0.59%
+$10,171.27 
ORLY O'Reilly Automotive Inc.
+0.58%
+$123,955.35 
TW Tradeweb Markets Inc.
+0.58%
+$22,470.5 
BRK-B Berkshire Hathaway Inc.
+0.58%
+$947,947.82 
HEI Heico Corporation
+0.57%
+$80,025.44 
KMB Kimberly-Clark Corporation
+0.57%
+$61,894.54 
C Citigroup Inc.
+0.56%
+$361,545.95 
NXPI NXP Semiconductors N.V.
+0.56%
+$98,489.23 
ZTS Zoetis Inc.
+0.56%
+$58,650.18 
TXN Texas Instruments Inc
+0.55%
+$328,490.54 
GEV GE Vernova Inc.
+0.53%
+$334,783.8 
WPC W. P. Carey Inc.
+0.53%
+$16,696.72 
SPGI S&P Global Inc.
+0.52%
+$468,975.26 
MTZ MasTec, Inc. Common Stock
+0.52%
+$13,636.48 
TDG TransDigm Group Inc.
+0.52%
+$95,541.6 
FAST Fastenal Co.
+0.52%
+$91,204.1 
AUGO Aura Minerals Inc.
+0.52%
+$2,200 
VICI Vici Properties Inc.
+0.51%
+$40,907.64 
T AT&T Inc.
+0.51%
+$341,010.24 
TPR Tapestry Inc.
+0.5%
+$36,315.23 
HLT Hilton Worldwide Holdings Inc.
+0.49%
+$125,281.43 
CI The Cigna Group
+0.48%
+$87,243.6 
KVUE Kenvue Inc.
+0.48%
+$51,939.63 
TU TELUS Corporation
+0.48%
+$5,145.56 
NRG NRG Energy, Inc.
+0.47%
+$29,474.4 
NTRS Northern Trust Corporation
+0.47%
+$42,560.98 
VRSK Verisk Analytics Inc.
+0.46%
+$37,173.69 
KEY KeyCorp
+0.45%
+$19,647.9 
BAP Credicorp Ltd.
+0.45%
+$32,249.16 
CL Colgate-Palmolive Company
+0.44%
+$97,632.07 
REG Regency Centers Corporation
+0.44%
+$15,789.71 
FNF Fidelity National Financial, Inc.
+0.43%
+$12,236.26 
FITB Fifth Third Bancorp
+0.42%
+$44,158.38 
SPG Simon Property Group, Inc.
+0.41%
+$81,772.43 
PH Parker-Hannifin Corporation
+0.4%
+$145,648.68 
ITW Illinois Tool Works Inc.
+0.39%
+$87,427.2 
MFC Manulife Financial Corporation
+0.38%
+$60,915.86 
AAPL Apple Inc.
+0.37%
+$6.07M 
ICE Intercontinental Exchange, Inc.
+0.37%
+$319,040.14 
AU AngloGold Ashanti plc
+0.37%
+$26,421.74 
DLTR Dollar Tree, Inc.
+0.37%
+$27,408.18 
MPC Marathon Petroleum Corporation
+0.37%
+$34,833.92 
BALL Ball Corp.
+0.37%
+$17,555.21 
V Visa Inc. Class A
+0.36%
+$1.16M 
ADM Archer-Daniels-Midland Co
+0.35%
+$55,864.73 
FOXA Fox Corporation
+0.34%
+$12,980.62 
RF Regions Financial Corporation
+0.33%
+$18,249.57 
RY Royal Bank of Canada
+0.33%
+$203,428.48 
APO Apollo Global Management, Inc.
+0.32%
+$45,633.6 
ISRG Intuitive Surgical, Inc.
+0.32%
+$148,177.17 
SYF Synchrony Financial
+0.32%
+$18,329.53 
HBAN Huntington Bancshares Incorporated
+0.29%
+$21,425.35 
GPC Genuine Parts Company
+0.29%
+$13,426.48 
ATR AptarGroup, Inc.
+0.29%
+$1,061.64 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.29%
+$16,725.28 
WRB W.R. Berkley Corporation
+0.28%
+$14,503.86 
APD Air Products and Chemicals, Inc.
+0.27%
+$46,997.51 
CPRT Copart Inc.
+0.27%
+$20,095.95 
CDE Coeur Mining, Inc.
+0.26%
+$12,379.8 
ZBH Zimmer Biomet Holdings, Inc.
+0.26%
+$15,328.18 
GLPI Gaming and Leisure Properties, Inc.
+0.26%
+$7,548.15 
SNA Snap-on Inc.
+0.24%
+$13,889.19 
PFE Pfizer Inc.
+0.24%
+$142,972.06 
FNV Franco-Nevada Corporation
+0.22%
+$42,691.93 
MCK McKesson Corporation
+0.19%
+$74,892.62 
AMCR Amcor plc
+0.18%
+$11,201.44 
TD The Toronto-Dominion Bank
+0.17%
+$75,751.2 
PNFP Pinnacle Financial Partners Inc.
+0.16%
+$5,072.25 
BMO Bank of Montreal
+0.16%
+$41,483.3 
MAS Masco Corporation
+0.14%
+$6,368.46 
DG Dollar General Corporation
+0.13%
+$8,892 
ADP Automatic Data Processing Inc.
+0.13%
+$47,806.02 
CAT Caterpillar Inc.
+0.12%
+$124,415.26 
CW Curtiss-Wright Corporation
+0.12%
+$21,879.83 
CAE CAE Inc.
+0.1%
+$7,487.98 
WM Waste Management, Inc.
+0.1%
+$105,619.45 
AMGN Amgen Inc.
+0.09%
+$67,638.93 
LII Lennox International Inc.
+0.09%
+$3,108.27 
PAAS Pan American Silver Corp.
+0.09%
+$3,717.28 
NKE Nike, Inc. - Class B
+0.08%
+$10,914.84 
BNS Bank of Nova Scotia
+0.08%
+$15,238.86 
GGG Graco Inc.
+0.06%
+$2,480.3 
KDP Keurig Dr Pepper Inc.
+0.06%
+$7,777.82 
CRBG Corebridge Financial Inc.
+0.06%
+$1,080.02 
TME Tencent Music Entertainment Group
+0.06%
+$445 
MCD McDonald's Corporation
+0.04%
+$20,260.53 
BMY Bristol-Myers Squibb Company
+0.03%
+$12,621.36 
B BARRICK MINING CORP Common Stock (ABR0)
+0.03%
+$1,755.52 
IFF International Flavors & Fragrances Inc.
+0.02%
+$1,500.2 
AER AerCap Holdings N.V.
+0.01%
+$1,203.12 
SBUX Starbucks Corporation
+0.01%
+$2,873.9 
AVB AvalonBay Communities, Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
DIS The Walt Disney Company
0%
$0 
EA Electronic Arts Inc.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
IR Ingersoll Rand Inc.
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
SATS EchoStar Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WCN Waste Connections Inc.
0%
+$0.76 
MICC The Magnum Ice Cream Company N.V.
0%
$0 BAM
BAM
0%
$0 AXIA
AXIAPRC
0%
$0 G200
G2004J103
0%
$0 
TWLO Twilio Inc.
-12.15%
-$1.44M 
CRWV CoreWeave, Inc.
-11.18%
-$634,216.11 
NBIS Nebius Group N.V.
-10.37%
-$1.52M 
OKTA Okta Inc.
-10.32%
-$1.1M 
MDB MongoDB Inc.
-9.64%
-$814,834.15 
SMCI Super Micro Computer Inc
-9.43%
-$613,101.37 
SNOW Snowflake Inc.
-9.27%
-$3.13M 
WSE Wise Plc
-9.2%
-$298,275.93 
MSTR Strategy Inc.
-9.07%
-$1.08M 
DDOG Datadog, Inc. Class A Common Stock
-8.2%
-$2.09M 
PANW Palo Alto Networks, Inc.
-7.88%
-$12.82M 
IONQ IonQ, Inc.
-7.71%
-$269,706.4 
NET Cloudflare Inc.
-7.68%
-$2.3M 
GDS GDS Holdings Ltd. - ADR
-7.6%
-$323,400 
CRWD CrowdStrike Holdings, Inc.
-7.58%
-$5.62M 
IOT Samsara Inc. Class A Common Stock
-7.42%
-$331,171.16 
PLTR Palantir Technologies Inc.
-7.33%
-$9.66M 
ZS Zscaler Inc.
-7.13%
-$522,721.11 
FLEX Flex Ltd.
-6.65%
-$531,905.85 
RKLB Rocket Lab Corporation
-6.5%
-$550,497.94 
ASTS AST SpaceMobile, Inc.
-6.39%
-$202,261.96 
LEGN Legend Biotech Corporation American Depositary Shares
-6.29%
-$13,695 
HPE Hewlett Packard Enterprise Company
-6.26%
-$1.51M 
P Everpure Inc.
-6.21%
-$778,442.03 
COHR Coherent Corp.
-6.01%
-$679,854.1 
RVMD Revolution Medicines Inc.
-5.88%
-$538,674.56 
STX Seagate Technology Holdings plc
-5.82%
-$2.75M 
DT Dynatrace, Inc.
-5.49%
-$33,901 
CIEN Ciena Corporation
-5.31%
-$834,477.02 
TEAM Atlassian Corporation Class A
-5.12%
-$596,018.17 
AXON Axon Enterprise, Inc.
-5.09%
-$511,826.4 
NOW ServiceNow, Inc.
-5.08%
-$2.44M 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.87%
-$592,760.08 
WDC Western Digital Corporation
-4.78%
-$1.85M 
SHOP Shopify Inc.
-4.77%
-$2.4M 
BE Bloom Energy Corporation
-4.73%
-$917,464.34 
AMD Advanced Micro Devices, Inc.
-4.61%
-$14.26M 
INTC Intel Corporation
-4.58%
-$6.01M 
CRCL Circle Internet Group, Inc.
-4.57%
-$132,792.53 
TAL Tal Education Group
-4.54%
-$29,640 
ZM Zoom Video Communications, Inc.
-4.47%
-$338,056.4 
APP AppLovin Corporation Class A Common Stock
-4.28%
-$854,868.18 
NTAP NetApp, Inc.
-4.13%
-$526,740.12 
HOOD Robinhood Markets, Inc.
-4.11%
-$969,389.29 
ORCL Oracle Corporation
-4.04%
-$2.87M 
ANET Arista Networks, Inc.
-4.04%
-$4.58M 
COIN Coinbase Global, Inc.
-4.03%
-$470,484.6 
FN Fabrinet
-3.96%
-$122,594.83 
MU Micron Technology, Inc.
-3.94%
-$9.5M 
MRVL Marvell Technology, Inc.
-3.79%
-$2.4M 
CRDO Credo Technology Group Holding Ltd.
-3.7%
-$307,098 
JBHT J.B. Hunt Transport Services, Inc.
-3.66%
-$196,286.02 
CHRW C.H. Robinson Worldwide, Inc.
-3.64%
-$200,173.4 
LITE Lumentum Holdings Inc.
-3.55%
-$706,103.74 
SNPS Synopsys, Inc.
-3.55%
-$946,548.03 
ARGX argenx SE American Depositary Receipt
-3.54%
-$11,044.18 
CART Maplebear Inc.
-3.53%
-$24,576.88 
UAL United Airlines Holdings, Inc.
-3.51%
-$65,073.24 
EQR Equity Residential
-3.5%
-$246,144.36 
LRCX Lam Research Corporation
-3.48%
-$3.88M 
META Meta Platforms Inc Class A
-3.47%
-$16.86M 
IBKR Interactive Brokers Group Inc.
-3.47%
-$394,113.45 
RBLX Roblox Corporation
-3.44%
-$314,336 
GLW Corning Incorporated
-3.43%
-$1.19M 
HUM Humana Inc.
-3.4%
-$541,283.77 
AVGO Broadcom Inc.
-3.39%
-$19.95M 
ENTG Entegris, Inc.
-3.36%
-$168,310.2 
DELL Dell Technologies Inc.
-3.26%
-$1.47M 
CLS Celestica Inc.
-3.24%
-$201,896.1 
SOFI SoFi Technologies, Inc.
-3.21%
-$185,032.35 
RIVN Rivian Automotive, Inc.
-3.19%
-$100,274.37 
FFIV F5 Inc.
-3.15%
-$243,777.43 
XP Xp Inc.
-3.15%
-$58,590.06 
RBA Rb Global Inc.
-3.13%
-$113,052.07 
SE Sea Ltd.
-3.13%
-$253,555.65 
AMAT Applied Materials, Inc.
-3.11%
-$3.32M 
OCTV Octave Intelligence plc Class B Ordinary Shares
-3.02%
-$1.71M 
GFS GlobalFoundries Inc.
-3.02%
-$11,718.84 
AFRM Affirm Holdings, Inc.
-3%
-$189,837.37 
WDAY Workday Inc.
-2.99%
-$386,845.2 
NTRA NATERA INC (Common Stock) – ticker 45E
-2.95%
-$484,728.51 
DSGX The Descartes Systems Group Inc.
-2.94%
-$48,770.81 
JBL Jabil Inc.
-2.88%
-$219,122.18 
NFLX Netflix, Inc.
-2.86%
-$2.99M 
KLAC KLA Corporation
-2.84%
-$1.98M 
CRM Salesforce Inc
-2.84%
-$1.72M 
HPQ HP Inc.
-2.84%
-$256,231.5 
RDDT Reddit Inc Class A
-2.76%
-$167,328.33 
GEN Gen Digital Inc.
-2.72%
-$115,945.43 
ULTA Ulta Beauty Inc.
-2.71%
-$227,491.15 
FUTU Futu Holdings Limited - ADR
-2.7%
-$32,545.2 
ADSK Autodesk, Inc.
-2.63%
-$422,858.68 
EBAY eBay Inc.
-2.62%
-$430,259.62 
XYZ Block, Inc.
-2.61%
-$321,281.82 
ADBE Adobe Inc.
-2.61%
-$830,177.37 
INSM Insmed Inc.
-2.6%
-$163,667.46 
BURL Burlington Stores Inc.
-2.58%
-$105,887.55 
DASH DoorDash, Inc.
-2.55%
-$537,118.57 
TSLA Tesla, Inc.
-2.54%
-$7.77M 
GRAB Grab Holdings Limited
-2.5%
-$38,595.15 
FSLR First Solar, Inc.
-2.49%
-$150,110.22 
RKT Rocket Companies, Inc. Class A
-2.48%
-$74,744.73 
MSFT Microsoft Corp.
-2.48%
-$35.46M 
CPAY Corpay, Inc.
-2.46%
-$189,499.5 
DAL Delta Air Lines, Inc.
-2.43%
-$93,578.9 
AXIA AXIA Energia Sponsored ADR Preferred
-2.39%
-$89,430.5 
TER Teradyne, Inc.
-2.34%
-$347,037.16 
INTU Intuit Inc.
-2.33%
-$639,130.43 
TTWO Take-Two Interactive Software, Inc.
-2.25%
-$270,189.74 
VRT Vertiv Holdings Co
-2.25%
-$533,789.08 
WAT Waters Corporation
-2.23%
-$307,043.53 
CVNA Carvana Co.
-2.23%
-$256,568.85 
CDW CDW Corporation
-2.22%
-$109,324.39 
EQIX Equinix, Inc.
-2.22%
-$663,224.26 
SCHW Charles Schwab Corporation
-2.17%
-$1.04M 
GOOGL Alphabet Inc
-2.17%
-$16.69M 
CCJ Cameco Corporation
-2.15%
-$171,360 
MELI MercadoLibre, Inc.
-2.13%
-$1.51M 
CSCO Cisco Systems, Inc.
-2.09%
-$3.1M 
NVMI Nova Ltd.
-2.09%
-$46,072.39 
MTB M&T Bank Corporation
-2.06%
-$158,170.15 
TOST Toast Inc.
-2.05%
-$93,587.34 
EL The Estée Lauder Companies Inc. Class A
-2.04%
-$171,308.37 
IT Gartner Inc.
-2.04%
-$6,679.17 
SPOT Spotify Technology S.A.
-2.01%
-$844,998.23 
GOOG Alphabet Inc
-2%
-$9.59M 
CBRE CBRE Group Inc.
-1.99%
-$246,211.21 
CDNS Cadence Design Systems, Inc.
-1.99%
-$553,655.1 
ILMN Illumina, Inc.
-1.98%
-$238,255.06 
TYL Tyler Technologies Inc.
-1.94%
-$90,121.29 
JKS JinkoSolar Holding Co., Ltd. ADR
-1.91%
-$18,514.72 
VEEV Veeva Systems Inc.
-1.89%
-$1.96M 
HCA HCA Healthcare Inc.
-1.87%
-$320,703.6 
VIPS Vipshop Holdings Ltd - ADR
-1.86%
-$10,521.03 
TRMB Trimble Inc.
-1.85%
-$78,957.62 
Q Qnity Electronics Inc.
-1.84%
-$103,389 
AMZN Amazon.com Inc
-1.83%
-$17.02M 
ETN Eaton Corporation plc
-1.83%
-$1.72M 
WSO Watsco Inc.
-1.8%
-$42,201 
CNC Centene Corporation
-1.8%
-$150,728.68 
STNE StoneCo Ltd.
-1.8%
-$6,150 
CMG Chipotle Mexican Grill, Inc.
-1.8%
-$215,266.15 
KSPI JSC Kaspi.kz American Depositary Receipt
-1.79%
-$18,615 
UBER Uber Technologies, Inc.
-1.79%
-$686,984.03 
ROL Rollins, Inc.
-1.78%
-$52,342.18 
STT State Street Corp
-1.78%
-$253,503.49 
DE Deere & Company
-1.77%
-$863,542.9 
LYV Live Nation Entertainment, Inc.
-1.77%
-$107,359.65 
LULU lululemon athletica inc.
-1.77%
-$56,264.25 
NDSN Nordson Corporation
-1.73%
-$90,977.54 
DGX Quest Diagnostics Inc.
-1.73%
-$102,001.07 
DOX Amdocs Limited
-1.73%
-$4,494 
MPWR Monolithic Power Systems, Inc.
-1.73%
-$308,872.57 
IQV IQVIA Holdings Inc.
-1.72%
-$238,200.9 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
-1.69%
-$13,650 
BX Blackstone Inc.
-1.68%
-$414,772.39 
DXCM DexCom, Inc.
-1.67%
-$134,086.4 
LPLA LPL Financial Holdings Inc.
-1.63%
-$129,402.45 
EXPE Expedia Group, Inc.
-1.62%
-$174,077.54 
A Agilent Technologies Inc.
-1.59%
-$247,676.8 
LOGI Logitech International S.A.
-1.59%
-$76,048.46 
RMD ResMed Inc.
-1.58%
-$139,614.99 
ARES Ares Management Corporation
-1.56%
-$116,023.89 
FIX Comfort Systems USA, Inc.
-1.54%
-$237,875.05 
LH Labcorp Holdings Inc.
-1.52%
-$122,452.89 
STM STMicroelectronics N.V.
-1.51%
-$177,021.27 
NU Nu Holdings Ltd.
-1.49%
-$123,944.7 
KEYS Keysight Technologies, Inc.
-1.49%
-$269,393.03 
FICO Fair Isaac Corporation
-1.49%
-$82,903.75 
FDS FactSet Research Systems Inc.
-1.46%
-$9,873.97 
BDX Becton, Dickinson and Company
-1.46%
-$243,884.88 
TECK Teck Resources Ltd.
-1.42%
-$97,108.74 
TFII TFI International Inc.
-1.41%
-$27,828.06 
BKNG Booking Holdings Inc.
-1.41%
-$553,663.55 
EXPD Expeditors International of Washington, Inc.
-1.41%
-$111,246.59 
UNH UnitedHealth Group Incorporated
-1.39%
-$1.66M 
APH Amphenol Corporation
-1.37%
-$3.69M 
GFL GFL Environmental Inc.
-1.33%
-$30,805.54 
ABNB Airbnb, Inc.
-1.3%
-$284,695.78 
CTSH Cognizant Technology Solutions Corporation
-1.29%
-$127,538.25 
STE STERIS plc
-1.28%
-$63,331.2 
GIL Gildan Activewear Inc.
-1.24%
-$21,917.48 
LEVI Levi Strauss & Co.
-1.24%
-$74,133.85 
QCOM QUALCOMM Incorporated
-1.23%
-$716,288.14 
CEG Constellation Energy Corporation
-1.23%
-$318,974.11 
VRTX Vertex Pharmaceuticals Incorporated
-1.23%
-$496,076.21 
EXEL Exelixis Inc.
-1.22%
-$8,708.76 
UTHR United Therapeutics Corporation
-1.22%
-$78,368.4 
TMO Thermo Fisher Scientific Inc.
-1.21%
-$1.11M 
IBM International Business Machines Corporation
-1.17%
-$778,961.82 
XPO XPO Inc.
-1.16%
-$56,370.05 
CSGP CoStar Group, Inc.
-1.16%
-$49,653.63 
TRU TransUnion
-1.15%
-$49,637.03 
PDD PDD Holdings Inc. American Depositary Shares
-1.15%
-$83,102.35 
DECK Deckers Outdoor Corporation
-1.14%
-$117,958.5 
CHKP Check Point Software Technologies Ltd.
-1.14%
-$28,958.48 
ODFL Old Dominion Freight Line, Inc.
-1.12%
-$118,885.84 
GS The Goldman Sachs Group, Inc.
-1.11%
-$896,829.27 
TREX Trex Company, Inc.
-1.1%
-$2,319.48 
FIS Fidelity National Information Services, Inc.
-1.09%
-$61,221.84 
GPN Global Payments Inc.
-1.09%
-$69,489.44 
MSCI MSCI Inc.
-1.06%
-$4,949.14 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
-1.05%
-$28,195.8 
SHW The Sherwin-Williams Company
-1.05%
-$253,977.16 
CG The Carlyle Group Inc.
-1.05%
-$29,886.78 
MTD Mettler-Toledo International Inc.
-1.03%
-$108,845.83 
ON ON Semiconductor Corporation
-1.02%
-$71,705.37 
BR Broadridge Financial Solutions, Inc.
-1.02%
-$65,943.66 
NWSA News Corporation
-1.01%
-$33,444.47 
EMR Emerson Electric Co.
-1%
-$571,674.98 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$4.16M 
MDT Medtronic plc
-0.98%
-$306,207.82 
EME EMCOR Group, Inc.
-0.98%
-$90,280.8 
TROW T. Rowe Price Group, Inc.
-0.95%
-$62,741.76 
ECL Ecolab Inc.
-0.94%
-$211,632.12 
INCY Incyte Corporation
-0.92%
-$49,111.92 
IRM Iron Mountain Inc.
-0.91%
-$95,973.34 
LEN Lennar Corporation
-0.91%
-$32,694.79 
DB Deutsche Bank AG
-0.88%
-$198,434.24 
FDX FedEx Corporation
-0.86%
-$166,561.1 
EQX Equinox Gold Corp.
-0.85%
-$15,680.03 
ATHM Autohome Inc. ADR
-0.83%
-$5,189.59 
J Jacobs Solutions Inc.
-0.83%
-$41,995.21 
OMC Omnicom Group Inc.
-0.83%
-$59,269.54 
WSM Williams-Sonoma, Inc.
-0.82%
-$74,436.44 
BEPC Brookfield Renewable Corporation
-0.8%
-$6,761.77 
URI United Rentals, Inc.
-0.76%
-$503,862.65 
DHR Danaher Corporation
-0.76%
-$343,679 
MMM 3M Company
-0.76%
-$205,768.75 
CSL Carlisle Companies Inc.
-0.75%
-$30,982.28 
YUM Yum! Brands, Inc.
-0.75%
-$94,957.29 
JCI Johnson Controls International plc
-0.74%
-$208,676.14 
NLY Annaly Capital Management, Inc.
-0.73%
-$28,901.47 
NVDA NVIDIA Corporation
-0.73%
-$12.92M 
KKR KKR & Co. Inc.
-0.72%
-$118,944 
PRU Prudential Financial, Inc.
-0.71%
-$71,489.56 
SYY Sysco Corporation
-0.71%
-$87,997.46 
SUNB Sunbelt Rentals Holdings, Inc.
-0.71%
-$83,780.46 
EFX Equifax Inc.
-0.67%
-$41,465.14 
REGN Regeneron Pharmaceuticals, Inc.
-0.66%
-$165,039.94 
UPS United Parcel Service, Inc.
-0.64%
-$149,182.11 
WST West Pharmaceutical Services, Inc.
-0.64%
-$56,344.85 
RCL Royal Caribbean Group
-0.64%
-$145,796.05 
VLTO Veralto Corporation
-0.62%
-$46,032.5 
FCX Freeport-McMoRan Inc.
-0.61%
-$176,118.58 
BN Brookfield Corporation
-0.6%
-$100,966.8 
ALNY Alnylam Pharmaceuticals Inc
-0.59%
-$57,208.19 
ESS Essex Property Trust, Inc.
-0.59%
-$32,522.62 
MS Morgan Stanley
-0.59%
-$689,159.2 
GILD Gilead Sciences Inc.
-0.58%
-$346,991.19 
NBIX Neurocrine Biosciences Inc.
-0.58%
-$21,165.68 
WAB Wabtec Corporation
-0.55%
-$82,707.2 
PLD Prologis Inc.
-0.54%
-$198,961.67 
DD DuPont de Nemours, Inc.
-0.53%
-$30,983.4 
PAYX Paychex Inc.
-0.53%
-$59,367.56 
ROP Roper Technologies Inc.
-0.53%
-$48,823.69 
BBY Best Buy Co., Inc.
-0.52%
-$29,220.17 
CAH Cardinal Health Inc.
-0.52%
-$112,461.74 
UNP Union Pacific Corporation
-0.52%
-$266,612.85 
BG Bunge Global S.A.
-0.51%
-$24,185.07 
CSX CSX Corporation
-0.5%
-$139,112.96 
NVR NVR, Inc.
-0.5%
-$17,567.3 
QGEN QIAGEN N.V.
-0.5%
-$18,339.05 
HUBB Hubbell Inc.
-0.5%
-$36,806.08 
RJF Raymond James Financial Inc.
-0.5%
-$40,569.36 
ALC Alcon Inc.
-0.49%
-$211,213.27 
GIB CGI Inc.
-0.49%
-$16,015.47 
SCCO Southern Copper Corporation
-0.49%
-$14,189.11 
FTV Fortive Corporation
-0.48%
-$24,016.72 
BIIB Biogen Inc.
-0.47%
-$51,354.61 
MCO Moody's Corporation
-0.47%
-$102,795.75 
SSNC SS&C Technologies Holdings Inc.
-0.47%
-$26,717.4 
RACE Ferrari N.V.
-0.45%
-$82,897.2 
BAC Bank of America Corporation
-0.45%
-$790,059.66 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
-0.44%
-$32,960 
UBS UBS Group AG
-0.43%
-$265,515.59 
IEX IDEX Corporation
-0.42%
-$22,248 
STN Stantec Inc.
-0.42%
-$8,130.73 
GWW W.W. Grainger, Inc.
-0.39%
-$69,613.54 
GEHC GE HealthCare Technologies Inc.
-0.38%
-$35,974.8 
IP International Paper Company
-0.35%
-$19,338.52 
AMP Ameriprise Financial, Inc.
-0.35%
-$48,584.88 
CLX The Clorox Company
-0.35%
-$10,855.8 
AVY Avery Dennison Corporation
-0.34%
-$13,808.4 
MA Mastercard Incorporated
-0.34%
-$517,030.54 
GIS General Mills, Inc.
-0.34%
-$18,740.15 
NDAQ Nasdaq, Inc.
-0.33%
-$43,644.9 
AGI Alamos Gold Inc.
-0.33%
-$23,034.48 
CIB Bancolombia S.A.
-0.33%
-$33,334.4 
CVS CVS Health Corporation
-0.32%
-$118,131.3 
PPG PPG Industries Inc.
-0.28%
-$21,418.8 
ABT Abbott Laboratories
-0.28%
-$154,897.12 
CFG Citizens Financial Group, Inc.
-0.28%
-$49,158.55 
WPM Wheaton Precious Metals Corp.
-0.27%
-$57,552.12 
AEM Agnico Eagle Mines Limited
-0.25%
-$77,551.88 
TDY Teledyne Technologies Incorporated
-0.24%
-$15,700.98 
RPM RPM International Inc.
-0.24%
-$8,970.72 
WELL Welltower Inc.
-0.24%
-$121,296.56 
DHI D.R. Horton, Inc.
-0.23%
-$23,457.6 
PNR Pentair plc
-0.23%
-$5,831.76 
FTAI FTAI Aviation Ltd.
-0.21%
-$15,430.68 
MAA Mid-America Apartment Communities, Inc.
-0.21%
-$6,380.78 
NSC Norfolk Southern Corporation
-0.21%
-$45,108.5 
ALLE Allegion plc
-0.2%
-$8,242.88 
CTVA Corteva Inc.
-0.19%
-$4,957.37 
DLR Digital Realty Trust, Inc.
-0.19%
-$34,440.78 
CHD Church & Dwight Co., Inc.
-0.18%
-$14,041.28 
CTAS Cintas Corporation
-0.17%
-$37,203.27 
TIGO Millicom International Cellular S.A.
-0.16%
-$4,845.82 
ENLT Enlight Renewable Energy Ltd.
-0.15%
-$3,534.44 
ERIE Erie Indemnity Company
-0.14%
-$2,578.07 
AXP American Express Company
-0.14%
-$70,041.84 
BSX Boston Scientific Corporation
-0.14%
-$94,866.48 
TEL TE Connectivity plc
-0.13%
-$24,050.06 
RSG Republic Services, Inc.
-0.13%
-$17,804.84 
KGC Kinross Gold Corporation
-0.1%
-$10,854.33 
TEVA Teva Pharmaceutical Industries Ltd. ADR
-0.1%
-$10,259.56 
RCI Rogers Communications Inc.
-0.09%
-$2,546.79 
AME Ametek Inc.
-0.09%
-$14,198.94 
CP Canadian Pacific Kansas City Limited
-0.06%
-$11,298.26 
PYPL PayPal Holdings Inc
-0.06%
-$9,304.08 
ELV Elevance Health, Inc.
-0.06%
-$17,557.5 
PTC PTC Inc.
-0.05%
-$3,407.77 
ADI Analog Devices, Inc.
-0.04%
-$27,220.21 
PFG Principal Financial Group, Inc.
-0.04%
-$3,178.2 
TSCO Tractor Supply Company
-0.04%
-$2,386.12 
ACN Accenture plc Class A
-0.04%
-$18,977.1 
PHM PulteGroup Inc.
-0.04%
-$2,157.4 
TRI Thomson Reuters Corp.
-0.03%
-$873.81 
CM Canadian Imperial Bank of Commerce
-0.02%
-$4,272.62 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3426 | Longs Won 1880/3426 54% | Profit Factor 4.28 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $18.79M |
| Average Win $3.42M | Best Trade (Oct 15) $687.93M | Sharpe Ratio -11.12 |
| Average Loss -$972,606.45 | Worst Trade (Oct 15) -$78.66M | Z-Score -3.56 (100%) |
| Commissions $0 | Avg. Trade Length 10m 3w | Expectancy $1.44M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 23,256 | 20,930 | 18,605 | 16,279 | 13,953 | 11,628 | 9,302 | 6,977 | 4,651 | 2,326 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 88,456 | $11.89M | $15.28M | - | $3.39M | 28.55% | -1.595% |
| AAPL Apple Inc. | 4.74M | $1.06B | $1.63B | - | $569.13M | 53.78% | +0.374% |
| ABBV AbbVie Inc. | 583,795 | $108.33M | $166.49M | - | $58.17M | 53.69% | +0.632% |
| ABNB Airbnb, Inc. | 125,141 | $14.96M | $21.52M | - | $6.57M | 43.9% | -1.305% |
| ABT Abbott Laboratories | 534,128 | $70.76M | $55.76M | - | -$15M | -21.2% | -0.277% |
| ACGL Arch Capital Group Ltd | 115,358 | $10.68M | $11.57M | - | $890,808.08 | 8.34% | +1.027% |
| ACN Accenture plc Class A | 189,771 | $66M | $42.66M | - | -$23.34M | -35.36% | -0.044% |
| ADBE Adobe Inc. | 126,359 | $56M | $30.97M | - | -$25.03M | -44.69% | -2.611% |
| ADI Analog Devices, Inc. | 151,215 | $30.89M | $61.06M | - | $30.16M | 97.64% | -0.045% |
| ADM Archer-Daniels-Midland Co | 192,637 | $14.56M | $16.03M | - | $1.48M | 10.14% | +0.35% |
| ADP Automatic Data Processing Inc. | 125,802 | $38.34M | $35.98M | - | -$2.35M | -6.14% | +0.133% |
| ADSK Autodesk, Inc. | 65,458 | $17.36M | $15.62M | - | -$1.73M | -9.98% | -2.635% |
| AEM Agnico Eagle Mines Limited | 165,004 | $20.95M | $30.87M | - | $9.92M | 47.38% | -0.251% |
| AER AerCap Holdings N.V. | 60,156 | $5.86M | $8.78M | - | $2.91M | 49.7% | +0.014% |
| AFL Aflac Inc. | 140,766 | $15.66M | $16.74M | - | $1.09M | 6.95% | +0.767% |
| AFRM Affirm Holdings, Inc. | 83,445 | $6.2M | $6.15M | - | -$49,711.62 | -0.8% | -2.997% |
| AGI Alamos Gold Inc. | 219,376 | $6.36M | $6.99M | - | $635,952.79 | 10% | -0.328% |
| AIG American International Group Inc. | 165,956 | $14.43M | $13.29M | - | -$1.14M | -7.88% | +1.201% |
| AJG Arthur J. Gallagher & Co. | 77,934 | $26.73M | $19.63M | - | -$7.11M | -26.58% | +0.708% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 40,269 | $6.68M | $11.57M | - | $4.88M | 73.05% | -4.874% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Asa Wallenberg?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $73.56M, Alphabet Inc - $69.14M, NVIDIA Corporation - $66.21M, Citigroup Inc - $46.04M, and CrowdStrike Holdings, Inc - $36.92M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Zoetis Inc - $22.64M, Salesforce Inc - $14.39M, General Mills, Inc - $13.56M, The Trade Desk, Inc. Class A - $13.52M, and Fortune Brands Innovations Inc - $11.04M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Asa Wallenberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $367.52M earned over time. The largest contributors to dividend income include Microsoft Corp - $14.12M, Verizon Communications Inc - $13.08M, JPMorgan Chase & Co - $11.74M, AbbVie Inc - $7.75M, and Pfizer Inc - $7.7M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Asa Wallenberg's monthly returns?
Asa Wallenberg's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Asa Wallenberg's strategy be considered aggressive or moderate?
Asa Wallenberg's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Asa Wallenberg's strategy?
Asa Wallenberg's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
2026 © Marketlog. All Rights Reserved.
