FORSTA AP-FONDEN
Institutional investor · Portfolio as of Q4 2021
Top Holdings569 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
APPLE INC | 3.8M | $681M | 6.9% | $110.29 | +57.26% | 8 qtrssince 2020-Q1 | Decreased 0 |
MICROSOFT CORP | 1.7M | $570.9M | 5.8% | $188.20 | +74.45% | 8 qtrssince 2020-Q1 | Increased 62 |
AMAZON.COM INC | 104,900 | $349.8M | 3.5% | $130.48 | +29.24% | 12 qtrssince 2019-Q1 | Increased 60 |
TESLA INC | 195,300 | $206.4M | 2.1% | $180.06 | +98.15% | 8 qtrssince 2020-Q1 | Increased 59 |
ALPHABET INC-CL A | 71,000 | $205.7M | 2.1% | $73.00 | +98.77% | 8 qtrssince 2020-Q1 | Increased 53 |
ALPHABET INC-CL C | 67,500 | $195.3M | 2.0% | $71.75 | +101.97% | 12 qtrssince 2019-Q1 | Increased 48 |
NVIDIA CORP | 569,400 | $167.5M | 1.7% | $18.03 | +63.82% | 8 qtrssince 2020-Q1 | Increased 48 |
META PLATFORMS INC-CLASS A | 491,100 | $165.2M | 1.7% | $218.37 | +56.60% | 8 qtrssince 2020-Q1 | Decreased 0 |
JPMORGAN CHASE & CO | 671,500 | $106.3M | 1.1% | $100.62 | +41.17% | 10 qtrssince 2019-Q3 | Increased 49 |
HOME DEPOT INC | 255,700 | $106.1M | 1.1% | $218.14 | +69.85% | 12 qtrssince 2019-Q1 | Increased 51 |
JOHNSON & JOHNSON | 606,900 | $103.8M | 1.0% | $122.86 | +24.75% | 12 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 203,700 | $102.3M | 1.0% | $275.78 | +70.96% | 11 qtrssince 2019-Q2 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 562,400 | $92M | 0.9% | $104.19 | +38.93% | 10 qtrssince 2019-Q3 | Increased 42 |
VISA INC-CLASS A SHARES | 378,386 | $82M | 0.8% | $180.15 | +16.02% | 12 qtrssince 2019-Q1 | Increased 44 |
BERKSHIRE HATHAWAY INC-CL B | 263,500 | $78.8M | 0.8% | $205.23 | +46.16% | 8 qtrssince 2020-Q1 | Decreased 0 |
BANK OF AMERICA CORP | 1.6M | $70M | 0.7% | $22.83 | +74.11% | 8 qtrssince 2020-Q1 | Decreased 0 |
ACCENTURE PLC-CL A | 167,429 | $69.4M | 0.7% | $201.24 | +90.19% | 12 qtrssince 2019-Q1 | Increased 44 |
PFIZER INC | 1.2M | $68.7M | 0.7% | $25.08 | +82.28% | 8 qtrssince 2020-Q1 | Increased 43 |
MASTERCARD INC - A | 185,443 | $66.6M | 0.7% | $284.26 | +23.87% | 12 qtrssince 2019-Q1 | Decreased 0 |
NETFLIX INC | 106,300 | $64M | 0.6% | $45.74 | +33.81% | 8 qtrssince 2020-Q1 | Increased 45 |
FORSTA AP-FONDEN manages $9.9B across 569 positions as of Q4 2021. Top holdings: AAPL (6.9%), MSFT (5.8%), AMZN (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 44 new positions, 32 exits, 306 increased. Top move: MSFT (INCREASED, conviction 62). Portfolio: $9.9B across 569 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
No active accumulation streaks detected for this filer.
Streaks require 2+ consecutive quarters of increased positions in the most recent period.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer