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 | |
|---|---|---|---|---|---|---|
476
KE Holdings
BEKE
$19.4B
| $2.29M | 0.01% |
129,139
-7,714
|
|
||
477
Pan American Silver
PAAS
$16.3B
| $2.24M | 0.01% |
79,084
+658
|
|
||
478
Steris
STE
$26.3B
| $2.18M | 0.01% |
9,066
-458
|
|
||
479
GFL Environmental
GFL
$15.7B
| $2.01M | 0.01% |
39,862
-9,601
|
|
||
480
DaVita
DVA
$8.79B
| $2M | 0.01% |
14,033
-753
|
|
||
481
Descartes Systems
DSGX
$7.22B
| $1.94M | 0.01% |
19,098
+631
|
|
||
482
Hyatt Hotels
H
$14.9B
| $1.9M | 0.01% |
13,579
-818
|
|
||
483
Campbell Soup
CPB
$9.28B
| $1.83M | 0.01% |
59,661
-2,322
|
|
||
484
Albertsons Companies
ACI
$9.8B
| $1.75M | 0.01% |
81,579
+252
|
|
||
485
CAE Inc
CAE
$8.77B
| $1.73M | 0.01% |
59,195
|
|
||
486
Coupang
CPNG
$52.6B
| $1.72M | 0.01% |
57,558
-39,654
|
|
||
487
Hormel Foods
HRL
$12.2B
| $1.72M | 0.01% |
56,855
-14,588
|
|
||
488
Telus
TU
$22.7B
| $1.7M | 0.01% |
106,368
-25,932
|
|
||
489
U-Haul Holding Co Series N
UHAL.B
$9.16B
| $1.67M | 0.01% |
30,761
-337
|
|
||
490
Southern Copper
SCCO
$112B
| $1.65M | 0.01% |
16,439
-1
|
|
||
|
RAL
491
Ralliant Corp
RAL
$5.41B
| $1.65M | 0.01% |
+33,940
|
|
||
492
Gildan
GIL
$8.73B
| $1.64M | 0.01% |
33,322
|
|
||
493
TFI International
TFII
$7.23B
| $1.56M | 0.01% |
17,442
|
|
||
494
Brown-Forman Class B
BF.B
$13B
| $1.52M | 0.01% |
56,420
-2,218
|
|
||
495
Futu Holdings
FUTU
$25.9B
| $1.5M | 0.01% |
12,170
+52
|
|
||
496
Cigna
CI
$73.4B
| $1.46M | 0.01% |
4,415
+941
|
|
||
497
Burlington
BURL
$18.1B
| $1.38M | 0.01% |
5,913
-14,528
|
|
||
498
XP
XP
$10.2B
| $1.37M | 0.01% |
68,000
|
|
||
499
Omnicom Group
OMC
$14.3B
| $1.25M | 0.01% |
17,418
-3,000
|
|
||
500
Huazhu Hotels Group
HTHT
$14B
| $1.22M | 0.01% |
36,000
-2,000
|
|