Varma Mutual Pension Insurance Co
Institutional investor · Portfolio as of Q4 2021
Top Holdings217 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES CORE S&P 500 ETF | 1.6M | $747.6M | 10.9% | $423.98 | +83.10% | 12 qtrssince 2019-Q1 | Increased 99 |
VANGUARD S&P 500 ETF | 1.5M | $655.8M | 9.5% | $392.67 | +5.22% | 12 qtrssince 2019-Q1 | Increased 99 |
VANGUARD INFO TECH ETF | 1.1M | $499.2M | 7.3% | $416.16 | +7.71% | 3 qtrssince 2021-Q2 | Increased 95 |
XTRACKERS EMERGING MARKETS CARBON REDUCTION AND CLIMATE IMPROVERS ETF | 14M | $453.5M | 6.6% | $28.33 | -0.21% | 2 qtrssince 2021-Q3 | Unchanged 0 |
BLACKROCK ETF TRUST | 7.6M | $408.3M | 5.9% | $47.59 | +7.36% | 3 qtrssince 2021-Q2 | Increased 84 |
ISHARES TR | 3.1M | $327.2M | 4.8% | $99.42 | +1.73% | 4 qtrssince 2021-Q1 | Increased 92 |
ISHARES TR | 2.9M | $316.9M | 4.6% | $88.70 | -2.22% | 5 qtrssince 2020-Q4 | Unchanged 0 |
APPLE INC | 1.2M | $213.1M | 3.1% | $110.96 | +56.32% | 12 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 612,643 | $206M | 3.0% | $166.93 | +96.68% | 12 qtrssince 2019-Q1 | Unchanged 0 |
VANGUARD INT-TERM CORPORATE | 2.1M | $190.2M | 2.8% | $68.53 | +12.82% | 12 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES S&P 500/BARRA VALUE | 974,520 | $152.6M | 2.2% | $134.32 | +8.06% | 7 qtrssince 2020-Q2 | Unchanged 0 |
SPDR SERIES TRUST | 2M | $144.1M | 2.1% | $53.72 | +17.71% | 12 qtrssince 2019-Q1 | Decreased 0 |
CONSUMER STAPLES SPDR | 1.5M | $115.7M | 1.7% | $62.54 | +10.09% | 8 qtrssince 2020-Q1 | Decreased 0 |
HEALTH CARE SELECT SECTOR SPDR | 621,894 | $87.6M | 1.3% | $120.29 | +10.20% | 2 qtrssince 2021-Q3 | Decreased 0 |
ISHR IBX USD HIYLD CB ETF-UI | 1M | $87M | 1.3% | $61.26 | +12.54% | 11 qtrssince 2019-Q2 | Unchanged 0 |
INVESCO EXCH TRADED FD TR II | 1M | $70.9M | 1.0% | $56.68 | +6.54% | 12 qtrssince 2019-Q1 | Decreased 0 |
TESLA INC | 59,347 | $62.7M | 0.9% | $219.44 | +62.59% | 8 qtrssince 2020-Q1 | Increased 51 |
ALPHABET INC-CL C | 20,000 | $57.9M | 0.8% | $105.63 | +37.19% | 12 qtrssince 2019-Q1 | Increased 50 |
UNITEDHEALTH GROUP INC | 105,894 | $53.2M | 0.8% | $307.50 | +53.33% | 12 qtrssince 2019-Q1 | Increased 48 |
JOHNSON & JOHNSON | 248,740 | $42.6M | 0.6% | $128.44 | +19.32% | 12 qtrssince 2019-Q1 | Increased 43 |
Varma Mutual Pension Insurance Co manages $6.9B across 217 positions as of Q4 2021. Top holdings: IVV (10.9%), VOO (9.5%), VGT (7.3%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3/5.0.
Active quarter - 19 new positions, 26 exits, 44 increased. Top move: IVV (INCREASED, conviction 99). Portfolio: $6.9B across 217 positions.
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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