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 | |
|---|---|---|---|---|---|---|
426
Samsara
IOT
$16.9B
| $4.55M | 0.02% |
128,297
+44,030
|
|
||
427
Neurocrine Biosciences
NBIX
$13B
| $4.52M | 0.02% |
31,888
+397
|
|
||
428
Carlisle Companies
CSL
$15.5B
| $4.51M | 0.02% |
14,110
|
|
||
429
Principal Financial Group
PFG
$20.3B
| $4.5M | 0.02% |
50,973
+368
|
|
||
430
RPM International
RPM
$13.5B
| $4.49M | 0.02% |
43,194
+3,157
|
|
||
|
DOCU
431
DocuSign
DOCU
$9.64B
| $4.4M | 0.02% |
64,318
+116
|
|
||
432
Thomson Reuters
TRI
$48.3B
| $4.39M | 0.02% |
33,226
+351
|
|
||
433
Ball Corp
BALL
$17B
| $4.37M | 0.02% |
82,565
|
|
||
434
Graco
GGG
$15.1B
| $4.36M | 0.02% |
53,161
|
|
||
435
Alcon
ALC
$40.1B
| $4.35M | 0.02% |
54,475
-55,604
|
|
||
436
Masco
MAS
$13.5B
| $4.34M | 0.02% |
68,433
+115
|
|
||
437
Allegion
ALLE
$13.1B
| $4.34M | 0.02% |
27,250
+103
|
|
||
438
Kimco Realty
KIM
$15.8B
| $4.3M | 0.02% |
212,272
+822
|
|
||
439
Best Buy
BBY
$13.8B
| $4.26M | 0.02% |
63,605
|
|
||
440
Carlyle Group
CG
$18.1B
| $4.25M | 0.02% |
71,959
|
|
||
441
IDEX
IEX
$15.1B
| $4.23M | 0.02% |
23,779
|
|
||
442
Everest Group
EG
$13.6B
| $4.19M | 0.02% |
12,338
+614
|
|
||
443
Jack Henry & Associates
JKHY
$12.1B
| $4.14M | 0.02% |
22,697
|
|
||
444
Clorox
CLX
$14.1B
| $4.07M | 0.02% |
40,387
-1,008
|
|
||
445
Nordson
NDSN
$15.9B
| $4.06M | 0.02% |
16,901
|
|
||
446
Aecom
ACM
$12.1B
| $3.99M | 0.02% |
41,885
+64
|
|
||
447
Tradeweb Markets
TW
$26.5B
| $3.96M | 0.02% |
36,826
+74
|
|
||
448
Domino's
DPZ
$13.6B
| $3.92M | 0.02% |
9,414
|
|
||
449
Bunge Global
BG
$21.9B
| $3.9M | 0.02% |
43,746
|
|
||
450
Gaming and Leisure Properties
GLPI
$13.9B
| $3.83M | 0.02% |
85,715
+383
|
|