LF
Lansforsakringar Fondforvaltning Portfolio holdings
AUM
$20.2B
1-Year Est. Return
27.94%
This Fund
S&P 500
1 Year Est. Return
+27.94%
AUM
$20.2B
AUM Growth
+$890M
(+4.6%)
Holding
582
Top Buys
| 1 | +$101M | |
| 2 | +$32M | |
| 3 | +$24.5M | |
| 4 |
Enbridge
ENB
|
+$23.9M |
| 5 |
Broadcom
AVGO
|
+$22.9M |
Top Sells
| 1 | +$23.6M | |
| 2 | +$19.8M | |
| 3 | +$18.2M | |
| 4 |
Advanced Micro Devices
AMD
|
+$17.3M |
| 5 |
Roper Technologies
ROP
|
+$16.3M |
Sector Composition
| 1 | Technology | 35.64% |
| 2 | Financials | 14.64% |
| 3 | Communication Services | 12.18% |
| 4 | Consumer Discretionary | 11.32% |
| 5 | Healthcare | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SW
351
Smurfit Westrock
SW
$23.6B
| $6.69M | 0.03% |
173,001
+464
|
|
||
352
West Pharmaceutical
WST
$18.1B
| $6.66M | 0.03% |
24,222
+172
|
|
||
353
SBA Communications
SBAC
$21B
| $6.66M | 0.03% |
34,446
+449
|
|
||
354
Affirm
AFRM
$16.9B
| $6.63M | 0.03% |
+89,095
|
|
||
355
Global Payments
GPN
$21.7B
| $6.56M | 0.03% |
84,737
-1,493
|
|
||
356
Constellation Brands
STZ
$27.1B
| $6.54M | 0.03% |
47,392
-1,830
|
|
||
357
HP
HPQ
$17.5B
| $6.52M | 0.03% |
292,476
-4,690
|
|
||
358
Illumina
ILMN
$19.8B
| $6.51M | 0.03% |
49,653
+159
|
|
||
359
United Therapeutics
UTHR
$21.9B
| $6.51M | 0.03% |
13,357
+174
|
|
||
360
Expeditors International
EXPD
$19.8B
| $6.46M | 0.03% |
43,357
-656
|
|
||
361
Huntington Bancshares
HBAN
$34B
| $6.4M | 0.03% |
369,107
-3,362
|
|
||
362
SS&C Technologies
SSNC
$18.2B
| $6.37M | 0.03% |
72,861
-661
|
|
||
363
Pure Storage
PSTG
$20.4B
| $6.37M | 0.03% |
95,024
+1,126
|
|
||
364
HubSpot
HUBS
$14.7B
| $6.36M | 0.03% |
15,841
+178
|
|
||
365
Amcor
AMCR
$21.8B
| $6.34M | 0.03% |
+152,083
|
|
||
366
International Paper
IP
$22.2B
| $6.26M | 0.03% |
159,025
+2,048
|
|
||
367
Church & Dwight Co
CHD
$24.4B
| $6.26M | 0.03% |
74,630
-2,241
|
|
||
368
Packaging Corp of America
PKG
$20.8B
| $6.17M | 0.03% |
29,924
+341
|
|
||
369
Flowserve
FLS
$10.6B
| $6.15M | 0.03% |
88,582
-7,371
|
|
||
370
Gartner
IT
$11.6B
| $6.11M | 0.03% |
24,200
+146
|
|
||
371
Corpay
CPAY
$23.4B
| $6.07M | 0.03% |
20,155
+139
|
|
||
372
Rocket Companies
RKT
$46.8B
| $6.01M | 0.03% |
+310,547
|
|
||
373
Tyler Technologies
TYL
$15.8B
| $6M | 0.03% |
13,221
+128
|
|
||
374
Emcor
EME
$33B
| $5.98M | 0.03% |
9,768
+180
|
|
||
375
Trimble
TRMB
$16.5B
| $5.93M | 0.03% |
75,630
-1,870
|
|