☆Mandatum Life Insurance Co Ltd
Quality Q
0.701
AUM ($M)
540
Positions
90
Turnover
0.07
Top-10 wt
65%
Herfindahl
0.149
History (qtrs)
6
Excess Return
+15.9%
AI Eval Run AI Eval
Holdings · 94 positions · portfolio value $540M
| Ticker | Name | Activity | Security Type | Weight | Δ Weight | Value ($M) | Shares | Δ Shares | Qtrs Held | Excess Return |
|---|---|---|---|---|---|---|---|---|---|---|
| ☆IVV funds › | ISHARES TR | ADD | — | 36.3% | +0.1% | 196.3 | 262,136 | +15,103 | 5 | — |
| ☆VOO funds › | VANGUARD INDEX FDS S&P 500 ETF | ADD | — | 9.0% | +0.5% | 48.4 | 70,406 | +7,673 | 5 | — |
| ☆IPAC funds › | ISHARES TR | ADD | — | 4.0% | +0.0% | 21.5 | 261,853 | +31,251 | 5 | — |
| ☆GOOGL funds › | ALPHABET INC | HOLD | — | 3.1% | +0.1% | 16.5 | 46,210 | +0 | 5 | — |
| ☆CSCO funds › | CISCO SYS INC | HOLD | — | 3.1% | +0.6% | 16.5 | 140,464 | +0 | 5 | — |
| ☆C funds › | CITIGROUP INC | HOLD | — | 2.2% | +0.0% | 12.0 | 85,383 | +0 | 5 | — |
| ☆IWM funds › | ISHARES TR | ADD | — | 2.1% | +0.3% | 11.2 | 37,116 | +6,205 | 5 | — |
| ☆ROK funds › | ROCKWELL AUTOMATION INC | HOLD | — | 2.0% | +0.2% | 11.0 | 22,200 | +0 | 5 | — |
| ☆GEHC funds › | GE HEALTHCARE TECHNOLOGIES I | ADD | — | 2.0% | +0.4% | 10.6 | 165,037 | +65,000 | 4 | -21.5% |
| ☆JPM funds › | JPMORGAN CHASE & CO | HOLD | — | 1.8% | -0.2% | 10.0 | 30,502 | +0 | 5 | — |
| ☆MSFT funds › | MICROSOFT CORP | ADD | — | 1.7% | -0.1% | 9.2 | 24,711 | +2,747 | 5 | — |
| ☆KLAR funds › | KLARNA GROUP PLC | NEW | — | 1.7% | +1.7% | 9.1 | 450,712 | +450,712 | 1 | +209.5% |
| ☆EMR funds › | EMERSON ELEC CO | ADD | — | 1.7% | +0.2% | 8.9 | 62,500 | +12,500 | 5 | — |
| ☆CARR funds › | CARRIER GLOBAL CORPORATION | HOLD | — | 1.5% | +0.1% | 8.2 | 111,157 | +0 | 5 | — |
| ☆MA funds › | MASTERCARD INC | HOLD | — | 1.4% | -0.2% | 7.4 | 14,395 | +0 | 5 | — |
| ☆BAC funds › | BANK AMER CORP | HOLD | — | 1.4% | -0.1% | 7.3 | 128,910 | +0 | 5 | — |
| ☆TJX funds › | TJX COS INC | HOLD | — | 1.3% | -0.4% | 6.8 | 45,000 | +0 | 5 | — |
| ☆V funds › | VISA INC | HOLD | — | 1.2% | -0.1% | 6.4 | 18,551 | +0 | 5 | — |
| ☆CRM funds › | SALESFORCE INC | ADD | — | 1.2% | +0.5% | 6.3 | 40,230 | +24,142 | 2 | -16.6% |
| ☆META funds › | FACEBOOK INC | TRIM | — | 1.1% | -0.3% | 6.0 | 10,686 | -213 | 5 | — |
| ☆TGT funds › | TARGET CORP | HOLD | — | 1.1% | -0.1% | 5.8 | 44,723 | +0 | 5 | — |
| ☆HUM funds › | HUMANA INC | HOLD | — | 1.0% | +0.5% | 5.6 | 14,000 | +0 | 5 | — |
| ☆MOO funds › | VANECK VECTORS ETF TR | HOLD | — | 0.9% | -0.3% | 5.0 | 63,377 | +0 | 5 | — |
| ☆TSLA funds › | TESLA INC | HOLD | — | 0.9% | -0.1% | 4.9 | 11,682 | +0 | 5 | — |
| ☆GAP funds › | GAP INC | HOLD | — | 0.9% | -0.5% | 4.7 | 250,000 | +0 | 5 | — |
| ☆KMB funds › | KIMBERLY CLARK CORP | ADD | — | 0.9% | +0.3% | 4.6 | 42,249 | +16,000 | 5 | — |
| ☆MDT funds › | MEDTRONIC PLC | HOLD | — | 0.9% | -0.3% | 4.6 | 59,138 | +0 | 5 | — |
| ☆FLS funds › | FLOWSERVE CORP | HOLD | — | 0.8% | -0.2% | 4.4 | 60,000 | +0 | 5 | +20.0% |
| ☆MU funds › | MICRON TECHNOLOGY INC | TRIM | — | 0.8% | -0.4% | 4.3 | 3,737 | -12,514 | 5 | — |
| ☆USMV funds › | ISHARES TR | HOLD | — | 0.7% | -0.1% | 4.0 | 41,527 | +0 | 5 | — |
| ☆CAT funds › | CATERPILLAR INC | ADD | — | 0.6% | +0.1% | 3.5 | 3,261 | +23 | 2 | -4.4% |
| ☆ZBRA funds › | ZEBRA TECHNOLOGIES CORPORATI | NEW | — | 0.6% | +0.6% | 3.4 | 13,000 | +13,000 | 1 | +337.8% |
| ☆PANW funds › | PALO ALTO NETWORKS INC | TRIM | — | 0.6% | +0.3% | 3.4 | 10,033 | -590 | 2 | +445.9% |
| ☆DIS funds › | DISNEY WALT CO | TRIM | — | 0.6% | -0.1% | 3.4 | 34,993 | -310 | 5 | — |
| ☆ABNB funds › | AIRBNB INC | HOLD | — | 0.6% | -0.0% | 3.2 | 22,600 | +0 | 5 | — |
| ☆CL funds › | COLGATE PALMOLIVE CO | HOLD | — | 0.6% | -0.1% | 3.0 | 32,500 | +0 | 5 | — |
| ☆EEM funds › | ISHARES TR | HOLD | — | 0.5% | -0.0% | 2.9 | 42,083 | +0 | 5 | — |
| ☆NVDA funds › | NVIDIA CORPORATION | ADD | — | 0.5% | +0.0% | 2.7 | 13,328 | +1,678 | 5 | — |
| ☆TSM funds › | TAIWAN SEMICONDUCTOR MFG LTD | TRIM | — | 0.5% | -0.0% | 2.6 | 5,483 | -1,030 | 3 | +52.3% |
| ☆ANET funds › | ARISTA NETWORKS INC | HOLD | — | 0.5% | +0.1% | 2.6 | 15,300 | +0 | 2 | +66.3% |
| ☆DE funds › | DEERE & CO | ADD | — | 0.4% | -0.0% | 2.2 | 3,455 | +48 | 5 | — |
| ☆SPY funds › | SPDR S&P 500 ETF TR | HOLD | — | 0.4% | -0.0% | 2.2 | 2,885 | +0 | 5 | — |
| ☆PLTR funds › | PALANTIR TECHNOLOGIES INC | HOLD | — | 0.4% | -0.2% | 2.0 | 17,236 | +0 | 5 | — |
| ☆ZETA funds › | ZETA GLOBAL HOLDINGS CORP | HOLD | — | 0.3% | +0.0% | 1.7 | 88,000 | +0 | 2 | +240.7% |
| ☆MDB funds › | MONGODB INC | HOLD | — | 0.3% | +0.0% | 1.7 | 5,100 | +0 | 2 | +39.5% |
| ☆CMCSA funds › | COMCAST CORP NEW | HOLD | — | 0.3% | -0.1% | 1.6 | 65,224 | +0 | 5 | — |
| ☆QCOM funds › | QUALCOMM INC | TRIM | — | 0.3% | -0.1% | 1.6 | 8,622 | -4,475 | 3 | -23.2% re-entry |
| ☆CEG funds › | CONSTELLATION ENERGY CORP | HOLD | — | 0.3% | -0.1% | 1.5 | 6,145 | +0 | 2 | -44.4% |
| ☆HYG funds › | ISHARES TR | TRIM | — | 0.2% | -0.3% | 1.1 | 13,714 | -13,523 | 5 | — |
| ☆AMD funds › | ADVANCED MICRO DEVICES INC | ADD | — | 0.2% | +0.1% | 1.1 | 1,808 | +150 | 5 | — |
| ☆IREN funds › | IREN LIMITED | TRIM | — | 0.2% | -0.1% | 1.0 | 22,960 | -18,030 | 2 | -15.5% re-entry |
| ☆LQD funds › | ISHARES TR | TRIM | — | 0.2% | -0.3% | 1.0 | 9,520 | -9,282 | 5 | — |
| ☆AMZN funds › | AMAZON COM INC | ADD | — | 0.2% | +0.0% | 0.9 | 3,948 | +700 | 5 | — |
| ☆BRKB funds › | BERKSHIRE HATHAWAY INC DEL | ADD | — | 0.1% | +0.0% | 0.8 | 1,569 | +312 | 5 | — |
| ☆IXN funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.7 | 4,846 | +0 | 5 | — |
| ☆AAPL funds › | APPLE INC | HOLD | — | 0.1% | -0.0% | 0.7 | 2,267 | +0 | 5 | — |
| ☆ICLN funds › | ISHARES TR | TRIM | — | 0.1% | -0.0% | 0.6 | 29,169 | -3,037 | 5 | — |
| ☆SBSW funds › | SIBANYE STILLWATER LTD | TRIM | — | 0.1% | -0.1% | 0.5 | 59,873 | -2,136 | 5 | — |
| ☆DGRO funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.5 | 6,331 | +0 | 5 | — |
| ☆EEMA funds › | ISHARES | HOLD | — | 0.1% | +0.0% | 0.5 | 3,955 | +0 | 5 | — |
| ☆QQQ funds › | INVESCO QQQ TR | HOLD | — | 0.1% | +0.0% | 0.4 | 610 | +0 | 3 | +5.7% re-entry |
| ☆IYW funds › | ISHARES TR | HOLD | — | 0.1% | +0.0% | 0.4 | 1,722 | +0 | 5 | — |
| ☆IYF funds › | ISHARES TR | HOLD | — | 0.1% | -0.0% | 0.4 | 3,113 | +0 | 5 | — |
| ☆CRWD funds › | CROWDSTRIKE HLDGS INC | TRIM | — | 0.1% | +0.0% | 0.4 | 506 | -120 | 5 | — |
| ☆NBIS funds › | YANDEX N V | NEW | — | 0.1% | +0.1% | 0.4 | 1,350 | +1,350 | 1 | +267.3% |
| ☆ARM funds › | RM HOLDINGS PLC | TRIM | — | 0.1% | -0.6% | 0.4 | 1,028 | -18,100 | 2 | +373.7% |
| ☆ASML funds › | ASML HLDG NV | HOLD | — | 0.1% | +0.0% | 0.4 | 181 | +0 | 2 | +40.7% |
| ☆AVGO funds › | BROADCOM INC | ADD | — | 0.1% | +0.0% | 0.4 | 940 | +140 | 4 | +7.3% |
| ☆EWY funds › | ISHARES | HOLD | — | 0.1% | +0.0% | 0.4 | 1,750 | +0 | 2 | +60.8% |
| ☆BE funds › | BLOOM ENERGY CORP | NEW | — | 0.1% | +0.1% | 0.3 | 1,100 | +1,100 | 1 | -63.0% |
| ☆INTC funds › | INTEL CORP | NEW | — | 0.1% | +0.1% | 0.3 | 2,015 | +2,015 | 1 | -44.3% |
| ☆DRAM funds › | ROUNDHILL ETF TRUST MEMORY ETF | NEW | — | 0.1% | +0.1% | 0.3 | 3,795 | +3,795 | 1 | +62.4% |
| ☆LLY funds › | ELI LILLY & CO | HOLD | — | 0.1% | +0.0% | 0.3 | 232 | +0 | 3 | -2.2% re-entry |
| ☆FLOT funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.3 | 5,060 | +0 | 5 | — |
| ☆CMI funds › | CUMMINS INC | NEW | — | 0.0% | +0.0% | 0.2 | 350 | +350 | 1 | -48.9% re-entry |
| ☆IEMG funds › | ISHARES INC | HOLD | — | 0.0% | -0.0% | 0.2 | 2,930 | +0 | 5 | — |
| ☆GEV funds › | GE VERNOVA INC | NEW | — | 0.0% | +0.0% | 0.2 | 206 | +206 | 1 | -1.4% |
| ☆CRBN funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.2 | 925 | +0 | 4 | -0.7% |
| ☆VTI funds › | VANGUARD INDEX FDS | HOLD | — | 0.0% | -0.0% | 0.2 | 628 | +0 | 4 | +0.7% |
| ☆WMT funds › | WAL-MART STORES INC | HOLD | — | 0.0% | -0.0% | 0.2 | 2,010 | +0 | 4 | -6.1% |
| ☆O funds › | REALTY INCOME CORP | HOLD | — | 0.0% | -0.0% | 0.2 | 3,603 | +0 | 3 | -4.4% |
| ☆EWT funds › | ISHARES INC MSCI TAIWAN | NEW | — | 0.0% | +0.0% | 0.2 | 2,045 | +2,045 | 1 | +65.5% |
| ☆BABA funds › | ALIBABA GROUP HLDG LTD | TRIM | — | 0.0% | -0.0% | 0.2 | 2,236 | -923 | 5 | — |
| ☆PFE funds › | PFIZER INC | HOLD | — | 0.0% | -0.0% | 0.2 | 8,595 | +0 | 4 | -8.0% |
| ☆DASH funds › | DOORDASH INC | NEW | — | 0.0% | +0.0% | 0.2 | 1,112 | +1,112 | 1 | +206.6% re-entry |
| ☆SHY funds › | ISHARES TR | HOLD | — | 0.0% | -0.0% | 0.2 | 2,470 | +0 | 5 | — |
| ☆GRAB funds › | GRAB HOLDINGS LIMITED | HOLD | — | 0.0% | -0.0% | 0.2 | 46,719 | +0 | 4 | -51.6% |
| ☆BUR funds › | BURFORD CAP LTD | HOLD | — | 0.0% | -0.0% | 0.2 | 43,000 | +0 | 5 | — |
| ☆PLUG funds › | PLUG POWER INC | ADD | — | 0.0% | +0.0% | 0.1 | 42,347 | +6,497 | 5 | — |
| ☆VIOT funds › | VIOMI TECHNOLOGY CO LTD | HOLD | — | 0.0% | -0.0% | 0.0 | 34,000 | +0 | 5 | — |
| ☆VRT funds › | VERTIV HOLDINGS CO | EXIT | — | 0.0% | -0.7% | 0.0 | 0 | -11,700 | 0 | +247.5% |
| ☆PATH funds › | UIPATH INC | EXIT | — | 0.0% | -0.3% | 0.0 | 0 | -128,000 | 0 | -49.7% |
| ☆MRVL funds › | MARVELL TECHNOLOGY INC | EXIT | — | 0.0% | -0.5% | 0.0 | 0 | -24,128 | 0 | +2049.9% |
| ☆STLA funds › | STELLANTIS N.V | EXIT | — | 0.0% | -0.1% | 0.0 | 0 | -73,476 | 0 | — |
Point-in-time history
| Period | AUM ($M) | Positions | Turnover | Top-10 wt | Herfindahl | Quality Q | Skill | Universe |
|---|---|---|---|---|---|---|---|---|
| 2026Q2 | 540 | 90 | 0.07 | 65% | 0.149 | 0.700 | — | in |
| 2026Q1 | 445 | 84 | 0.10 | 64% | 0.147 | 0.618 | — | in |
| 2025Q4 | 438 | 77 | 0.05 | 66% | 0.162 | 0.684 | — | in |
| 2025Q3 | 419 | 81 | 0.07 | 65% | 0.156 | 0.636 | — | in |
| 2025Q2 | 380 | 82 | 0.05 | 64% | 0.149 | 0.688 | — | entered |
| 2025Q1 | 326 | 74 | 0.00 | 63% | 0.151 | 0.000 | — | out |
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short.
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