Varma Mutual Pension Insurance Co
Institutional investor · Portfolio as of Q1 2021
Top Holdings234 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD S&P 500 ETF | 2.5M | $902.7M | 13.1% | $336.11 | +0.84% | 9 qtrssince 2019-Q1 | Increased 100 |
ISHARES RUSSELL 2000 ETF ETF | 2.4M | $533.2M | 7.7% | $202.54 | +1.41% | 4 qtrssince 2020-Q2 | Increased 98 |
INVESCO EXCH TRADED FD TR II | 8.4M | $522.3M | 7.6% | $43.37 | +25.61% | 9 qtrssince 2019-Q1 | Increased 62 |
ISHARES MSCI CANADA ETF | 11.3M | $383.9M | 5.6% | $30.42 | +0.67% | 8 qtrssince 2019-Q2 | Increased 98 |
ISHARES S&P 500/BARRA VALUE | 2.5M | $356.6M | 5.2% | $128.64 | +0.73% | 4 qtrssince 2020-Q2 | Increased 97 |
ISHARES TR | 2.9M | $316.4M | 4.6% | $88.70 | -5.46% | 2 qtrssince 2020-Q4 | Increased 57 |
ISHARES CORE S&P 500 ETF | 648,801 | $258.1M | 3.7% | $366.18 | +1.11% | 9 qtrssince 2019-Q1 | Increased 91 |
SPDR SERIES TRUST | 3.8M | $250M | 3.6% | $50.13 | +17.28% | 9 qtrssince 2019-Q1 | Increased 82 |
ISHARES INC ISHARES ESG AWAR | 4.6M | $201.1M | 2.9% | $36.95 | +2.65% | 2 qtrssince 2020-Q4 | Decreased 0 |
VANGUARD INT-TERM CORPORATE | 2.1M | $190.7M | 2.8% | $68.53 | +10.38% | 9 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 1.4M | $169.8M | 2.5% | $106.45 | +11.57% | 9 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 687,643 | $162.1M | 2.3% | $166.93 | +33.58% | 9 qtrssince 2019-Q1 | Decreased 0 |
ISHARES CORE MSCI EMERGING | 2.2M | $138.9M | 2.0% | $53.46 | +3.73% | 4 qtrssince 2020-Q2 | Decreased 0 |
ISHR IBX USD HIYLD CB ETF-UI | 1.5M | $130.8M | 1.9% | $61.26 | +8.54% | 8 qtrssince 2019-Q2 | Unchanged 0 |
ISHARES TR | 1.5M | $130M | 1.9% | $82.26 | 0.00% | 1 qtr | New 69 |
ISHARES IBOXX INVESTMENT GRA | 771,840 | $100.4M | 1.5% | $98.35 | +7.47% | 8 qtrssince 2019-Q2 | Unchanged 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 166,239 | $53.1M | 0.8% | $267.31 | +14.25% | 3 qtrssince 2020-Q3 | Decreased 0 |
SOUTHWEST AIRLINES CO | 784,264 | $47.9M | 0.7% | $55.17 | +4.40% | 3 qtrssince 2020-Q3 | Increased 67 |
TESLA INC | 70,847 | $47.3M | 0.7% | $175.57 | +20.67% | 5 qtrssince 2020-Q1 | Increased 51 |
BROADCOM INC | 90,907 | $42.1M | 0.6% | $31.64 | +30.74% | 4 qtrssince 2020-Q2 | Decreased 0 |
Varma Mutual Pension Insurance Co manages $6.9B across 234 positions as of Q1 2021. Top holdings: VOO (13.1%), IWM (7.7%), KBWB (7.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 46 new positions, 12 exits, 52 increased. Top move: VOO (INCREASED, conviction 100). Portfolio: $6.9B across 234 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer