Varma Mutual Pension Insurance Co
Institutional investor · Portfolio as of Q2 2023
Top Holdings214 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES RUSSELL 2000 ETF ETF | 4M | $756.1M | 9.0% | $180.65 | 0.00% | 1 qtr | New 98 |
XTRACKERS EMERGING MARKETS CARBON REDUCTION AND CLIMATE IMPROVERS ETF | 17.8M | $479.9M | 5.7% | $27.79 | -13.25% | 8 qtrssince 2021-Q3 | Unchanged 0 |
INVESCO S&P 500 EQUAL WEIGHT | 2.9M | $439.8M | 5.3% | $142.37 | 0.00% | 1 qtr | New 96 |
VANGUARD INFO TECH ETF | 783,283 | $346.3M | 4.1% | $328.74 | +30.47% | 9 qtrssince 2021-Q2 | Decreased 0 |
MICROSOFT CORP | 879,625 | $299.5M | 3.6% | $232.02 | +41.69% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD S&P 500 ETF | 663,170 | $270.1M | 3.2% | $363.00 | +7.26% | 18 qtrssince 2019-Q1 | Unchanged 0 |
APPLE INC | 1.3M | $260.7M | 3.1% | $138.38 | +38.11% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD INT-TERM CORPORATE | 3M | $237.1M | 2.8% | $68.87 | -0.05% | 18 qtrssince 2019-Q1 | Unchanged 0 |
BLACKROCK ETF TRUST | 4.8M | $235.1M | 2.8% | $47.59 | -1.90% | 9 qtrssince 2021-Q2 | Unchanged 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 619,883 | $229M | 2.7% | $358.41 | 0.00% | 1 qtr | New 79 |
FINANCIAL SELECT SECTOR SPDR | 6.6M | $222M | 2.7% | $30.45 | +5.58% | 2 qtrssince 2023-Q1 | Decreased 0 |
ISHARES TR | 2.4M | $220.1M | 2.6% | $89.95 | 0.00% | 1 qtr | New 79 |
VANGUARD FINANCIALS ETF | 2.7M | $217.1M | 2.6% | $76.91 | 0.00% | 1 qtr | New 79 |
ISHR IBX USD HIYLD CB ETF-UI | 2.6M | $191.4M | 2.3% | $62.34 | +2.34% | 17 qtrssince 2019-Q2 | Unchanged 0 |
VANGUARD S/T CORP BOND ETF | 2.5M | $187.6M | 2.2% | $66.55 | +2.06% | 4 qtrssince 2022-Q3 | Unchanged 0 |
ALPHABET INC-CL A | 1.4M | $165.5M | 2.0% | $98.53 | +19.97% | 13 qtrssince 2020-Q2 | Decreased 0 |
AMAZON.COM INC | 1.2M | $160.1M | 1.9% | $120.08 | +6.51% | 14 qtrssince 2020-Q1 | Increased 72 |
ISHARES TR | 1.6M | $139.2M | 1.7% | $66.67 | +24.04% | 2 qtrssince 2023-Q1 | Unchanged 0 |
VANGUARD EMERG MKTS GOV BND | 2M | $124.5M | 1.5% | $47.59 | +8.28% | 4 qtrssince 2022-Q3 | Increased 58 |
ISHARES TR | 1.3M | $108.7M | 1.3% | $81.69 | -9.78% | 11 qtrssince 2020-Q4 | Decreased 0 |
Varma Mutual Pension Insurance Co manages $8.4B across 214 positions as of Q2 2023. Top holdings: IWM (9.0%), EMCR (5.7%), RSP (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 32 new positions, 33 exits, 22 increased. Top move: IWM (NEW, conviction 98). Portfolio: $8.4B across 214 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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