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 | |
|---|---|---|---|---|---|---|
126
Synopsys
SNPS
$83.1B
| $27.8M | 0.14% |
59,176
+588
|
|
||
127
DoorDash
DASH
$77.1B
| $27.7M | 0.14% |
122,167
+10,410
|
|
||
128
3M
MMM
$84.7B
| $27.4M | 0.14% |
171,130
+589
|
|
||
129
Robinhood
HOOD
$73.9B
| $27.2M | 0.13% |
240,692
+9,952
|
|
||
130
Cadence Design Systems
CDNS
$83.4B
| $27.1M | 0.13% |
86,792
+886
|
|
||
131
United Rentals
URI
$53.3B
| $27M | 0.13% |
33,410
-978
|
|
||
132
PNC Financial Services
PNC
$86.7B
| $27M | 0.13% |
129,485
+5,096
|
|
||
133
Public Storage
PSA
$54.1B
| $26.8M | 0.13% |
103,287
+1,902
|
|
||
134
Tractor Supply
TSCO
$26.9B
| $26.7M | 0.13% |
533,949
+37,865
|
|
||
135
Moody's
MCO
$84.3B
| $26.4M | 0.13% |
51,715
+529
|
|
||
136
Bank of New York Mellon
BK
$81.6B
| $26.2M | 0.13% |
225,314
-143
|
|
||
137
Elevance Health
ELV
$64.5B
| $25.7M | 0.13% |
73,310
+696
|
|
||
138
KKR & Co
KKR
$83.8B
| $25.4M | 0.13% |
199,475
+4,995
|
|
||
139
Johnson Controls International
JCI
$85.6B
| $25.2M | 0.12% |
210,762
+1,752
|
|
||
140
General Motors
GM
$70.9B
| $25M | 0.12% |
307,366
-10,960
|
|
||
141
Nike
NKE
$87B
| $24.8M | 0.12% |
389,287
+15,997
|
|
||
142
Sherwin-Williams
SHW
$86B
| $24.5M | 0.12% |
75,650
-46
|
|
||
143
Aon
AON
$73.5B
| $24.3M | 0.12% |
68,951
+5,133
|
|
||
144
Freeport-McMoran
FCX
$95.6B
| $24.3M | 0.12% |
477,514
-3,721
|
|
||
145
Equinix
EQIX
$94.7B
| $24.1M | 0.12% |
31,432
+332
|
|
||
|
146
Enbridge
ENB
$118B
| $24M | 0.12% |
+501,574
|
|
||
147
United Parcel Service
UPS
$93.8B
| $23.9M | 0.12% |
241,105
+9,321
|
|
||
148
Williams Companies
WMB
$92.1B
| $23.7M | 0.12% |
393,697
+18,126
|
|
||
149
Corning
GLW
$124B
| $23.1M | 0.11% |
264,241
+2,492
|
|
||
150
SLB Ltd
SLB
$71.5B
| $23.1M | 0.11% |
602,747
-16,521
|
|