LS
Livforsakringsbolaget Skandia Portfolio holdings
AUM $2.3B
1-Year Return
23.14%
This Quarter Return
+16.01%
1 Year Return
+23.14%
3 Year Return
+123.38%
5 Year Return
+214.77%
10 Year Return
+482.41%
AUM
$1.18B
AUM Growth
+$135M
(+13%)
Cap. Flow
+$6.89M
Cap. Flow
% of AUM
0.58%
Top 10 Holdings %
Top 10 Hldgs %
36.3%
Holding
585
New
12
Increased
42
Reduced
13
Closed
15
Top Buys
| 1 |
Costco
COST
|
+$2.75M |
| 2 |
General Motors
GM
|
+$2.65M |
| 3 |
Amazon
AMZN
|
+$2.54M |
| 4 |
Expedia Group
EXPE
|
+$2.26M |
| 5 |
Eli Lilly
LLY
|
+$2.25M |
Top Sells
| 1 |
Lowe's Companies
LOW
|
+$8.64M |
| 2 |
Sea Limited
SE
|
+$3.84M |
| 3 |
Verizon
VZ
|
+$3.2M |
| 4 |
Archer Daniels Midland
ADM
|
+$3.02M |
| 5 |
ON Semiconductor
ON
|
+$2.25M |
Sector Composition
| 1 | Technology | 34.47% |
| 2 | Healthcare | 15.64% |
| 3 | Consumer Discretionary | 14.59% |
| 4 | Financials | 11.13% |
| 5 | Communication Services | 10.46% |
