LS
Livforsakringsbolaget Skandia Portfolio holdings
AUM
$2.3B
1-Year Return
23.14%
This Quarter Return
+7.18%
1 Year Return
+23.14%
3 Year Return
+123.38%
5 Year Return
+214.77%
10 Year Return
+482.41%
AUM
$841M
AUM Growth
-$261M
(-24%)
Cap. Flow
-$327M
Cap. Flow
% of AUM
-38.96%
Top 10 Holdings %
Top 10 Hldgs %
22.67%
Holding
702
New
7
Increased
6
Reduced
650
Closed
10
Top Buys
| 1 |
Atkore
ATKR
|
+$1.2M |
| 2 |
American Axle
AXL
|
+$1.11M |
| 3 |
Cognizant
CTSH
|
+$952K |
| 4 |
Kimberly-Clark
KMB
|
+$577K |
| 5 |
Mercer International
MERC
|
+$516K |
Top Sells
| 1 |
Apple
AAPL
|
+$17.5M |
| 2 |
Microsoft
MSFT
|
+$11.3M |
| 3 |
Amazon
AMZN
|
+$7.01M |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$6.68M |
| 5 |
JPMorgan Chase
JPM
|
+$6.45M |
Sector Composition
| 1 | Technology | 23.74% |
| 2 | Financials | 18.68% |
| 3 | Healthcare | 16.78% |
| 4 | Consumer Discretionary | 12.34% |
| 5 | Communication Services | 8.83% |
