LS

Livforsakringsbolaget Skandia Portfolio holdings

AUM $2.56B
1-Year Est. Return 32.09%
This Quarter Est. Return
1 Year Est. Return
+32.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.03B
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
706
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.51M
3
+$1.76M
4
BAC icon
Bank of America
BAC
+$1.61M
5
DINO icon
HF Sinclair
DINO
+$1.55M

Top Sells

1
+$10.8M
2
+$1.67M
3
+$1.4M
4
WU icon
Western Union
WU
+$1.25M
5
CSCO icon
Cisco
CSCO
+$1.25M

Sector Composition

1 Technology 23.24%
2 Financials 19.22%
3 Healthcare 15.44%
4 Consumer Discretionary 11.85%
5 Communication Services 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$240K 0.02%
1,900
+600
452
$240K 0.02%
1,751
+600
453
$239K 0.02%
3,400
+1,100
454
$239K 0.02%
14,544
455
$239K 0.02%
195
+63
456
$238K 0.02%
2,000
+700
457
$238K 0.02%
17,420
458
$236K 0.02%
3,558
459
$233K 0.02%
4,200
460
$232K 0.02%
1,983
+700
461
$231K 0.02%
6,276
462
$231K 0.02%
2,933
463
$231K 0.02%
11,000
464
$230K 0.02%
5,396
465
$229K 0.02%
2,892
466
$228K 0.02%
7,926
+2,700
467
$228K 0.02%
4,331
468
$226K 0.02%
1,983
469
$226K 0.02%
3,822
470
$225K 0.02%
2,700
471
$225K 0.02%
4,200
+1,600
472
$224K 0.02%
5,809
473
$223K 0.02%
2,711
474
$222K 0.02%
3,369
+1,100
475
$222K 0.02%
3,347
+1,038
17 18
19
20 21