Pareto Securities' Swedish portfolio had a really strong May. The return was 5.7 percent, compared with the benchmark index OMXSGI's 2.4 percent. The portfolio is now back in positive territory (3.58 percent) for 2025.

Six out of ten stocks in the portfolio outperformed OMXSGI, with Mips and Storytel at the top with 20.5 and 18.2 percent, respectively. Nordrest also performed strongly with 16.1 percent. The worst performer was Xvivo with an increase of 4.0 percent.

Ahead of June, Pareto has decided to replace half of the portfolio. The price winner Mips is leaving, as are Securitas, Cibus, Itab, and Xvivo. Their places will be taken by Ngex, Green Landscaping, Logistea, Swedencare, and Addvise.

Pareto launched its portfolio in February 2017. Since then, it has generated a return of 418 percent, compared with OMXSGI's 120 percent over the same period.