LS
Livforsakringsbolaget Skandia Portfolio holdings
AUM
$2.3B
1-Year Return
23.14%
This Quarter Return
-4.93%
1 Year Return
+23.14%
3 Year Return
+123.38%
5 Year Return
+214.77%
10 Year Return
+482.41%
AUM
$1.5B
AUM Growth
-$77.3M
(-4.9%)
Cap. Flow
+$22.9M
Cap. Flow
% of AUM
1.53%
Top 10 Holdings %
Top 10 Hldgs %
31.96%
Holding
639
New
15
Increased
105
Reduced
14
Closed
25
Top Buys
| 1 |
Sea Limited
SE
|
+$7.34M |
| 2 |
AT&T
T
|
+$5.2M |
| 3 |
Microsoft
MSFT
|
+$4.17M |
| 4 |
Apollo Global Management
APO
|
+$3.07M |
| 5 |
SBNY
Signature Bank
SBNY
|
+$2.85M |
Top Sells
| 1 |
eBay
EBAY
|
+$6.74M |
| 2 |
Lear
LEA
|
+$5.13M |
| 3 |
Celanese
CE
|
+$3.93M |
| 4 |
Delta Air Lines
DAL
|
+$3.81M |
| 5 |
Southwest Airlines
LUV
|
+$3.37M |
Sector Composition
| 1 | Technology | 30.7% |
| 2 | Healthcare | 17.56% |
| 3 | Consumer Discretionary | 13.5% |
| 4 | Financials | 13.43% |
| 5 | Communication Services | 10.54% |
