LS

Livforsakringsbolaget Skandia Portfolio holdings

AUM $2.3B
1-Year Est. Return 23.14%
This Quarter Est. Return
1 Year Est. Return
+23.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.44B
AUM Growth
+$257M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
666
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$7.77M
3
+$6.25M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.96M
5
META icon
Meta Platforms (Facebook)
META
+$4.33M

Top Sells

1
+$1.64M
2
+$1.64M
3
+$1.57M
4
GE icon
GE Aerospace
GE
+$1.37M
5
WMT icon
Walmart
WMT
+$1.14M

Sector Composition

1 Technology 27.21%
2 Healthcare 15.16%
3 Financials 14.76%
4 Consumer Discretionary 14.49%
5 Communication Services 11.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.28M 0.23%
20,381
+6,219
102
$3.27M 0.23%
6,906
+800
103
$3.24M 0.23%
8,079
+1,200
104
$3.08M 0.21%
8,727
+400
105
$3.07M 0.21%
50,599
+7,300
106
$3.05M 0.21%
15,060
+1,700
107
$3.04M 0.21%
49,948
+6,000
108
$3.02M 0.21%
7,873
+600
109
$2.94M 0.21%
25,625
+3,300
110
$2.92M 0.2%
52,808
+5,100
111
$2.91M 0.2%
67,900
+9,300
112
$2.89M 0.2%
46,423
+6,900
113
$2.86M 0.2%
30,000
+4,700
114
$2.84M 0.2%
49,370
+7,600
115
$2.83M 0.2%
27,500
+4,200
116
$2.78M 0.19%
14,701
+1,500
117
$2.76M 0.19%
15,100
+2,800
118
$2.72M 0.19%
21,600
+3,300
119
$2.72M 0.19%
38,602
+5,900
120
$2.71M 0.19%
24,503
+3,500
121
$2.71M 0.19%
20,000
+3,100
122
$2.7M 0.19%
9,495
+900
123
$2.68M 0.19%
88,412
+13,200
124
$2.66M 0.19%
34,330
+4,200
125
$2.63M 0.18%
113,200
+17,500
3 4
5
6 7