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 | |
|---|---|---|---|---|---|---|
351
Huntington Bancshares
HBAN
$25B
| $6.28M | 0.04% |
374,420
+217,018
|
|
||
352
Estee Lauder
EL
$33.2B
| $6.27M | 0.04% |
77,567
-2,259
|
|
||
353
McCormick & Company Non-Voting
MKC
$17.7B
| $6.22M | 0.04% |
82,086
-1,838
|
|
||
354
Dick's Sporting Goods
DKS
$20B
| $6.2M | 0.04% |
31,349
+11,421
|
|
||
355
Ulta Beauty
ULTA
$24B
| $6.2M | 0.04% |
13,252
-1,991
|
|
||
356
Pinterest
PINS
$18.5B
| $6.14M | 0.04% |
171,163
-18,935
|
|
||
357
SS&C Technologies
SSNC
$20.8B
| $6.13M | 0.04% |
74,013
+248
|
|
||
358
Zoom
ZM
$25.3B
| $6.09M | 0.03% |
78,099
-2,270
|
|
||
359
PTC
PTC
$21.3B
| $6.08M | 0.03% |
35,283
-2,572
|
|
||
360
Texas Pacific Land
TPL
$23.1B
| $6.07M | 0.03% |
5,742
-444
|
|
||
361
Nutrien
NTR
$29.1B
| $6.06M | 0.03% |
104,205
-7,892
|
|
||
362
Biogen
BIIB
$23.7B
| $6M | 0.03% |
47,747
-385
|
|
||
363
Global Payments
GPN
$18.3B
| $5.99M | 0.03% |
74,875
-9,976
|
|
||
364
Williams-Sonoma
WSM
$23.4B
| $5.91M | 0.03% |
36,205
-3,912
|
|
||
365
Trimble
TRMB
$19.6B
| $5.88M | 0.03% |
77,347
-2,181
|
|
||
366
Edison International
EIX
$22.6B
| $5.86M | 0.03% |
113,527
-8,599
|
|
||
367
Lennox International
LII
$16.7B
| $5.82M | 0.03% |
10,149
+11
|
|
||
368
International Flavors & Fragrances
IFF
$16.8B
| $5.8M | 0.03% |
78,889
-1,693
|
|
||
369
Essex Property Trust
ESS
$16.4B
| $5.77M | 0.03% |
20,368
+24
|
|
||
370
Toast
TOST
$22.5B
| $5.72M | 0.03% |
129,212
+44,554
|
|
||
371
Dynatrace
DT
$14B
| $5.61M | 0.03% |
101,553
-806
|
|
||
372
Zimmer Biomet
ZBH
$17.8B
| $5.59M | 0.03% |
61,284
-6,162
|
|
||
373
Packaging Corp of America
PKG
$18B
| $5.56M | 0.03% |
29,526
-554
|
|
||
374
VeriSign
VRSN
$23.2B
| $5.55M | 0.03% |
19,208
-10,019
|
|
||
375
TransUnion
TRU
$16B
| $5.49M | 0.03% |
62,330
-1,466
|
|