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 | |
|---|---|---|---|---|---|---|
26
AbbVie
ABBV
$412B
| $101M | 0.58% |
542,336
-27,733
|
|
||
27
UnitedHealth
UNH
$308B
| $89.3M | 0.51% |
286,096
-17,410
|
|
||
28
American Tower
AMT
$86.2B
| $88.6M | 0.51% |
400,733
+20,130
|
|
||
29
Boston Scientific
BSX
$154B
| $88.5M | 0.51% |
824,365
-35,191
|
|
||
30
Palantir
PLTR
$435B
| $88.3M | 0.51% |
647,776
-1,353
|
|
||
31
Coca-Cola
KO
$309B
| $88M | 0.5% |
1,243,335
-62,426
|
|
||
32
Capital One
COF
$142B
| $86.9M | 0.5% |
408,537
+33,934
|
|
||
33
Cisco
CSCO
$290B
| $84.9M | 0.49% |
1,223,474
-63,953
|
|
||
34
IBM
IBM
$300B
| $84.1M | 0.48% |
285,361
-11,831
|
|
||
35
Salesforce
CRM
$235B
| $83.8M | 0.48% |
307,368
-26,470
|
|
||
36
Qualcomm
QCOM
$189B
| $83.5M | 0.48% |
524,344
-43,042
|
|
||
37
Pfizer
PFE
$147B
| $80.5M | 0.46% |
3,319,336
-111,097
|
|
||
|
38
Palo Alto Networks
PANW
$145B
| $80.4M | 0.46% |
392,878
+93,721
|
|
||
39
Wells Fargo
WFC
$272B
| $80.3M | 0.46% |
1,002,725
-94,050
|
|
||
40
Goldman Sachs
GS
$250B
| $79.6M | 0.46% |
112,443
-7,182
|
|
||
41
Advanced Micro Devices
AMD
$418B
| $76.5M | 0.44% |
539,404
-31,125
|
|
||
42
Chubb
CB
$115B
| $74.9M | 0.43% |
258,689
-13,568
|
|
||
43
Mercado Libre
MELI
$106B
| $73.4M | 0.42% |
28,074
-1,895
|
|
||
44
Abbott
ABT
$223B
| $72.7M | 0.42% |
534,370
-26,745
|
|
||
45
ServiceNow
NOW
$178B
| $72.7M | 0.42% |
70,679
-5,068
|
|
||
46
Arista Networks
ANET
$170B
| $70.2M | 0.4% |
685,942
-172,620
|
|
||
47
UGI
UGI
$7.4B
| $68.7M | 0.39% |
1,885,963
-477,400
|
|
||
48
Linde
LIN
$200B
| $68.3M | 0.39% |
145,543
-8,488
|
|
||
49
Intuit
INTU
$184B
| $67.8M | 0.39% |
86,027
-4,874
|
|
||
50
Booking.com
BKNG
$165B
| $66.9M | 0.38% |
11,561
+679
|
|