LS
Livforsakringsbolaget Skandia Portfolio holdings
AUM
$2.3B
1-Year Return
23.14%
This Quarter Return
+13.28%
1 Year Return
+23.14%
3 Year Return
+123.38%
5 Year Return
+214.77%
10 Year Return
+482.41%
AUM
$1.05B
AUM Growth
+$137M
(+15%)
Cap. Flow
+$27M
Cap. Flow
% of AUM
2.58%
Top 10 Holdings %
Top 10 Hldgs %
35.07%
Holding
604
New
27
Increased
290
Reduced
23
Closed
33
Top Buys
| 1 |
NVIDIA
NVDA
|
+$4.1M |
| 2 |
Meta Platforms (Facebook)
META
|
+$4.05M |
| 3 |
JPMorgan Chase
JPM
|
+$3.91M |
| 4 |
Expedia Group
EXPE
|
+$3.4M |
| 5 |
Amazon
AMZN
|
+$2.67M |
Top Sells
| 1 |
Williams-Sonoma
WSM
|
+$5.63M |
| 2 |
Sanmina
SANM
|
+$4.2M |
| 3 |
Quest Diagnostics
DGX
|
+$2.95M |
| 4 |
Western Digital
WDC
|
+$2.25M |
| 5 |
Westlake Corp
WLK
|
+$2.15M |
Sector Composition
| 1 | Technology | 34.27% |
| 2 | Healthcare | 15.66% |
| 3 | Consumer Discretionary | 14.73% |
| 4 | Financials | 10.67% |
| 5 | Communication Services | 10.37% |
