LF
Lansforsakringar Fondforvaltning Portfolio holdings
AUM
$19.3B
1-Year Est. Return
29.68%
1 Year Est. Return
+29.68%
AUM
$17.4B
AUM Growth
+$1.14B
(+7%)
Holding
596
Top Buys
| 1 | +$103M | |
| 2 | +$88.6M | |
| 3 | +$45.3M | |
| 4 |
Unilever
UL
|
+$23.1M |
| 5 |
Palo Alto Networks
PANW
|
+$19.2M |
Top Sells
| 1 | +$76.7M | |
| 2 | +$71.2M | |
| 3 | +$66.4M | |
| 4 |
Microsoft
MSFT
|
+$62M |
| 5 |
Amazon
AMZN
|
+$32.2M |
Sector Composition
| 1 | Technology | 35.58% |
| 2 | Financials | 14.5% |
| 3 | Consumer Discretionary | 11.68% |
| 4 | Communication Services | 10.98% |
| 5 | Healthcare | 9.54% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Corning
GLW
$76.3B
| $13.1M | 0.08% |
249,452
-13,302
|
|
||
227
Air Products & Chemicals
APD
$58.2B
| $13M | 0.07% |
46,259
-26,066
|
|
||
228
CBRE Group
CBRE
$46.2B
| $12.9M | 0.07% |
92,381
-6,025
|
|
||
229
Cardinal Health
CAH
$48.5B
| $12.8M | 0.07% |
76,224
-3,378
|
|
||
230
Public Service Enterprise Group
PEG
$41.7B
| $12.8M | 0.07% |
151,491
-7,349
|
|
||
231
Keurig Dr Pepper
KDP
$36.5B
| $12.7M | 0.07% |
385,258
-293
|
|
||
232
Yum! Brands
YUM
$41.5B
| $12.6M | 0.07% |
85,228
-5,073
|
|
||
233
Ross Stores
ROST
$53B
| $12.4M | 0.07% |
97,465
-8,783
|
|
||
234
Ametek
AME
$45.3B
| $12.4M | 0.07% |
68,541
-4,350
|
|
||
235
Agnico Eagle Mines
AEM
$86.9B
| $12.3M | 0.07% |
103,571
-3,061
|
|
||
236
Kenvue
KVUE
$31.9B
| $12.3M | 0.07% |
585,763
-30,329
|
|
||
237
Fortune Brands Innovations
FBIN
$5.93B
| $12.2M | 0.07% |
237,483
+30,206
|
|
||
238
Otis Worldwide
OTIS
$35.5B
| $12.2M | 0.07% |
123,376
-8,353
|
|
||
239
Cognizant
CTSH
$35.8B
| $12.1M | 0.07% |
155,582
-6,576
|
|
||
240
Datadog
DDOG
$66.9B
| $12.1M | 0.07% |
90,068
-681
|
|
||
241
Nasdaq
NDAQ
$50.7B
| $12M | 0.07% |
134,716
-6,598
|
|
||
242
NXP Semiconductors
NXPI
$51.4B
| $11.7M | 0.07% |
53,355
-4,446
|
|
||
243
Sysco
SYY
$36.1B
| $11.6M | 0.07% |
153,668
-8,015
|
|
||
244
Baker Hughes
BKR
$46.9B
| $11.5M | 0.07% |
300,235
-17,579
|
|
||
245
Hartford Financial Services
HIG
$37B
| $11.5M | 0.07% |
90,686
-5,431
|
|
||
246
Canadian National Railway
CNI
$60.2B
| $11.5M | 0.07% |
110,372
-8,316
|
|
||
247
Wabtec
WAB
$35.8B
| $11.3M | 0.07% |
54,111
-3,464
|
|
||
248
Manulife Financial
MFC
$58B
| $11.2M | 0.06% |
352,324
-34,567
|
|
||
249
Consolidated Edison
ED
$36.2B
| $11.2M | 0.06% |
111,927
-1,393
|
|
||
250
Targa Resources
TRGP
$36.6B
| $11.1M | 0.06% |
64,022
-2,539
|
|