Mandatum Life Insurance
Latest statistics and disclosures from Mandatum Life Insurance's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, META, KWEB, VOO, MSFT, and represent 52.15% of Mandatum Life Insurance's stock portfolio.
- Added to shares of these 10 stocks: CSCO (+$7.5M), ROK, IVV, HUM, MBLY, OCSL, CMI, CVNA, GBDC, GSBD.
- Started 6 new stock positions in SOFI, CVNA, CMI, APLD, GRAB, CSCO.
- Reduced shares in these 10 stocks: META, AMZN, MSFT, NVDA, , , ARM, ACWV, VRT, IXN.
- Sold out of its positions in ARM, FTNT, SMCI, VRT, ZEPP.
- Mandatum Life Insurance was a net buyer of stock by $12M.
- Mandatum Life Insurance has $326M in assets under management (AUM), dropping by 9.16%.
- Central Index Key (CIK): 0001664324
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Portfolio Holdings for Mandatum Life Insurance
Mandatum Life Insurance holds 84 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p 500 Etf (IVV) | 34.7 | $113M | +3% | 196k | 576.82 |
|
| Facebook Cl A (META) | 5.5 | $18M | -13% | 32k | 572.44 |
|
| Kraneshares Tr Csi Chi Internet (KWEB) | 5.0 | $16M | 477k | 34.02 |
|
|
| Vanguard Index Fds S&p 500 Etf SHS (VOO) | 4.1 | $14M | 26k | 527.67 |
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| Microsoft Corporation (MSFT) | 2.8 | $9.0M | -12% | 21k | 430.30 |
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| JPMorgan Chase & Co. (JPM) | 2.7 | $8.8M | 42k | 210.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $8.0M | 48k | 165.85 |
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| Cisco Systems (CSCO) | 2.3 | $7.5M | NEW | 140k | 53.22 |
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| Mastercard Cl A (MA) | 2.2 | $7.0M | 14k | 493.80 |
|
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| Rockwell Automation (ROK) | 2.1 | $6.7M | +150% | 25k | 268.46 |
|
| Ishares Tr Core Msci Pac (IPAC) | 2.0 | $6.6M | 100k | 66.59 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.7 | $5.7M | 49k | 116.96 |
|
|
| Ishares Tr Usa Min Vol Etf (USMV) | 1.7 | $5.5M | 61k | 91.31 |
|
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| Citigroup Com New (C) | 1.6 | $5.3M | 85k | 62.60 |
|
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| Tjx Cos New Com (TJX) | 1.6 | $5.3M | 45k | 117.54 |
|
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| Target Corporation (TGT) | 1.6 | $5.1M | 33k | 155.86 |
|
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| Bank of America Corporation (BAC) | 1.6 | $5.1M | 128k | 39.68 |
|
|
| Visa Com Cl A (V) | 1.5 | $5.0M | 18k | 274.95 |
|
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| Humana (HUM) | 1.4 | $4.4M | +115% | 14k | 316.74 |
|
| Medtronic SHS (MDT) | 1.4 | $4.4M | 49k | 90.03 |
|
|
| Disney Walt Com Disney (DIS) | 1.2 | $3.9M | 40k | 96.19 |
|
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| Kimberly-Clark Corporation (KMB) | 1.1 | $3.7M | 26k | 142.28 |
|
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| Colgate-Palmolive Company (CL) | 1.0 | $3.4M | 33k | 103.81 |
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| Carrier Global Corporation (CARR) | 1.0 | $3.4M | 42k | 80.49 |
|
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| Airbnb Com Cl A Added (ABNB) | 0.9 | $2.9M | 23k | 126.81 |
|
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| Comcast Corp Cl A (CMCSA) | 0.8 | $2.7M | 65k | 41.77 |
|
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| 4068594 Enphase Energy (ENPH) | 0.7 | $2.4M | 22k | 113.02 |
|
|
| Palantir Technologies Cl A (PLTR) | 0.7 | $2.2M | 60k | 37.20 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.7 | $2.2M | 27k | 80.30 |
|
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| Mobileye Global Common Class A (MBLY) | 0.7 | $2.2M | +25% | 159k | 13.70 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.7 | $2.1M | 19k | 112.98 |
|
|
| Tesla Motors (TSLA) | 0.6 | $2.1M | 7.9k | 261.63 |
|
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| Ishares Tr Us Hlthcare Etf (IYH) | 0.6 | $2.0M | 30k | 65.00 |
|
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.6 | $1.9M | 42k | 45.86 |
|
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| Amazon (AMZN) | 0.6 | $1.9M | -46% | 10k | 186.33 |
|
| Vaneck Vectors Etf Tr Agribusiness Etf (MOO) | 0.6 | $1.8M | 24k | 75.51 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.5 | $1.7M | 2.9k | 573.76 |
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| Ishares Cntry Min Vl Etf (ACWV) | 0.5 | $1.6M | -12% | 14k | 114.53 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.5 | $1.6M | 7.2k | 220.89 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.5M | -24% | 12k | 121.44 |
|
| Ishares Tr Iboxx Hig Yld Ex (HYXF) | 0.3 | $1.0M | -12% | 22k | 47.34 |
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| Stellantis SHS (STLA) | 0.3 | $1.0M | 74k | 13.89 |
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| Lauder Estee Cos Cl A (EL) | 0.3 | $1.0M | 10k | 99.69 |
|
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| Ishares Tr Sp Smcp600vl Etf (IJS) | 0.3 | $938k | 8.7k | 107.66 |
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| Deere & Company (DE) | 0.3 | $892k | 2.1k | 417.33 |
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| Apple (AAPL) | 0.3 | $843k | -8% | 3.6k | 233.00 |
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| Ishares Tr Global Tech Etf (IXN) | 0.2 | $766k | -20% | 9.3k | 82.53 |
|
| Oaktree Specialty Lending Corp (OCSL) | 0.2 | $589k | +78% | 36k | 16.31 |
|
| Golub Capital BDC (GBDC) | 0.2 | $587k | +58% | 39k | 15.11 |
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| Ares Capital Corporation (ARCC) | 0.2 | $586k | +46% | 28k | 20.94 |
|
| Fs Kkr Capital Corp (FSK) | 0.2 | $585k | +47% | 30k | 19.73 |
|
| Owl Rock Capital Corporation (OBDC) | 0.2 | $564k | +50% | 39k | 14.57 |
|
| Goldman Sachs Bdc SHS (GSBD) | 0.2 | $555k | +53% | 40k | 13.76 |
|
| Burford Cap Ord Shs Added (BUR) | 0.2 | $491k | 37k | 13.26 |
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| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $475k | 32k | 14.69 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $435k | 946.00 | 460.26 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $435k | +13% | 4.1k | 106.12 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $410k | 6.5k | 62.69 |
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| Sibanye Stillwater Sponsored Adr (SBSW) | 0.1 | $401k | 98k | 4.11 |
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| Advanced Micro Devices (AMD) | 0.1 | $350k | -14% | 2.1k | 164.08 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $347k | 6.0k | 57.41 |
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| Qualcomm (QCOM) | 0.1 | $335k | +21% | 2.0k | 170.05 |
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| Ishares Tr U.s. Finls Etf (IYF) | 0.1 | $334k | 3.2k | 103.90 |
|
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| Ishares Msci Em Asia Etf (EEMA) | 0.1 | $310k | 4.0k | 78.35 |
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| Micron Technology (MU) | 0.1 | $288k | +50% | 2.8k | 103.71 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $267k | -12% | 951.00 | 280.47 |
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| AvalonBay Communities (AVB) | 0.1 | $264k | 1.2k | 225.25 |
|
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| Ishares Tr U.s. Tech Etf (IYW) | 0.1 | $261k | 1.7k | 151.62 |
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| Ishares Tr Fltg Rate Bd Etf (FLOT) | 0.1 | $258k | 5.1k | 51.04 |
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| Eli Lilly & Co. (LLY) | 0.1 | $255k | 288.00 | 885.94 |
|
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| Ishares Tr Glob Telecom Etf (IXP) | 0.1 | $247k | 2.6k | 94.13 |
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| Ishares Tr Global Finls Etf (IXG) | 0.1 | $235k | -33% | 2.5k | 94.58 |
|
| Cummins (CMI) | 0.1 | $230k | NEW | 710.00 | 323.79 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $230k | 731.00 | 314.39 |
|
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| Carvana Cl A (CVNA) | 0.1 | $223k | NEW | 1.3k | 174.11 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $205k | 2.5k | 83.15 |
|
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| Taiwan Semiconductor Mfg Sponsored Adr (TSM) | 0.1 | $202k | -18% | 1.2k | 173.67 |
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| Applied Digital Corp Com New (APLD) | 0.1 | $165k | NEW | 20k | 8.25 |
|
| Amcor Ord (AMCR) | 0.1 | $164k | +6% | 15k | 11.33 |
|
| Sofi Technologies (SOFI) | 0.0 | $109k | NEW | 14k | 7.86 |
|
| Lumen Technologies (LUMN) | 0.0 | $106k | -29% | 15k | 7.10 |
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| Plug Power Com New (PLUG) | 0.0 | $100k | 44k | 2.26 |
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| Grab Holdings Class A Ord (GRAB) | 0.0 | $95k | NEW | 25k | 3.80 |
|
| Viomi Technology Sponsored Ads (VIOT) | 0.0 | $53k | 34k | 1.55 |
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Past Filings by Mandatum Life Insurance
SEC 13F filings are viewable for Mandatum Life Insurance going back to 2015
- Mandatum Life Insurance 2024 Q3 filed Oct. 21, 2024
- Mandatum Life Insurance 2024 Q2 filed Aug. 1, 2024
- Mandatum Life Insurance 2024 Q1 filed May 8, 2024
- Mandatum Life Insurance 2023 Q4 filed Feb. 9, 2024
- Mandatum Life Insurance 2023 Q3 filed Oct. 24, 2023
- Mandatum Life Insurance 2023 Q2 filed July 27, 2023
- Mandatum Life Insurance 2023 Q1 filed May 9, 2023
- Mandatum Life Insurance 2022 Q4 filed Feb. 9, 2023
- Mandatum Life Insurance 2022 Q3 filed Oct. 26, 2022
- Mandatum Life Insurance 2022 Q2 filed July 27, 2022
- Mandatum Life Insurance 2022 Q1 filed May 9, 2022
- Mandatum Life Insurance 2021 Q4 filed Feb. 9, 2022
- Mandatum Life Insurance 2021 Q3 filed Nov. 8, 2021
- Mandatum Life Insurance 2021 Q2 filed July 14, 2021
- Mandatum Life Insurance 2021 Q1 filed May 11, 2021
- Mandatum Life Insurance 2020 Q4 filed Feb. 10, 2021