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 | |
|---|---|---|---|---|---|---|
151
Marriott International
MAR
$89B
| $23M | 0.11% |
73,975
+216
|
|
||
152
Rockwell Automation
ROK
$43.1B
| $22.8M | 0.11% |
58,613
-3,221
|
|
||
153
Mondelez International
MDLZ
$75.2B
| $22.3M | 0.11% |
414,923
+11,727
|
|
||
154
Hilton Worldwide
HLT
$69.9B
| $22.2M | 0.11% |
77,237
+2,223
|
|
||
155
Snowflake
SNOW
$57.6B
| $22.1M | 0.11% |
100,638
+1,076
|
|
||
156
Brookfield
BN
$96.9B
| $22M | 0.11% |
479,396
+27,642
|
|
||
157
Cintas
CTAS
$80B
| $21.8M | 0.11% |
115,848
+1,022
|
|
||
158
TE Connectivity
TEL
$61.3B
| $21.7M | 0.11% |
95,549
+515
|
|
||
159
Ecolab
ECL
$84B
| $21.6M | 0.11% |
82,160
+892
|
|
||
160
Bank of Montreal
BMO
$103B
| $21.5M | 0.11% |
164,995
+2,674
|
|
||
161
CSX Corp
CSX
$79.6B
| $21.3M | 0.11% |
587,084
-968
|
|
||
162
Arthur J. Gallagher & Co
AJG
$58B
| $21.3M | 0.11% |
82,234
+870
|
|
||
163
Hubbell
HUBB
$26.1B
| $20.8M | 0.1% |
46,836
-134
|
|
||
164
Apollo Global Management
APO
$63.5B
| $20.8M | 0.1% |
143,401
+7,141
|
|
||
165
Norfolk Southern
NSC
$71.4B
| $20.7M | 0.1% |
71,846
+534
|
|
||
166
Autodesk
ADSK
$54.7B
| $20.5M | 0.1% |
69,285
+1,719
|
|
||
167
F5
FFIV
$16.2B
| $20.5M | 0.1% |
80,119
-43,807
|
|
||
168
Cencora
COR
$71.6B
| $20.3M | 0.1% |
60,215
-39
|
|
||
169
Colgate-Palmolive
CL
$76.4B
| $20.3M | 0.1% |
257,223
+10,637
|
|
||
170
Canadian Imperial Bank of Commerce
CM
$93.8B
| $19.9M | 0.1% |
219,195
+2,404
|
|
||
171
Cloudflare
NET
$65.4B
| $19.6M | 0.1% |
99,632
+1,099
|
|
||
172
Quanta Services
PWR
$85B
| $19.6M | 0.1% |
46,495
-114
|
|
||
173
Agnico Eagle Mines
AEM
$116B
| $19.4M | 0.1% |
113,992
+1,598
|
|
||
174
Simon Property Group
SPG
$66.1B
| $19.3M | 0.1% |
104,060
+656
|
|
||
175
Xylem
XYL
$31.5B
| $19M | 0.09% |
139,588
-206
|
|