LS
Livforsakringsbolaget Skandia Portfolio holdings
AUM $2.3B
1-Year Return
23.14%
This Quarter Return
+2.67%
1 Year Return
+23.14%
3 Year Return
+123.38%
5 Year Return
+214.77%
10 Year Return
+482.41%
AUM
$1.09B
AUM Growth
+$22.5M
(+2.1%)
Cap. Flow
+$1.52M
Cap. Flow
% of AUM
0.14%
Top 10 Holdings %
Top 10 Hldgs %
18.68%
Holding
710
New
12
Increased
19
Reduced
11
Closed
9
Top Buys
| 1 |
VMW
VMware, Inc
VMW
|
+$857K |
| 2 |
Elevance Health
ELV
|
+$724K |
| 3 |
DXC Technology
DXC
|
+$685K |
| 4 |
AET
Aetna Inc
AET
|
+$668K |
| 5 |
Bank of America
BAC
|
+$500K |
Top Sells
| 1 |
Toro Company
TTC
|
+$1.04M |
| 2 |
YHOO
Yahoo Inc
YHOO
|
+$802K |
| 3 |
Amazon
AMZN
|
+$678K |
| 4 |
Intuit
INTU
|
+$611K |
| 5 |
Kinder Morgan
KMI
|
+$558K |
Sector Composition
| 1 | Technology | 20.71% |
| 2 | Financials | 18.36% |
| 3 | Healthcare | 16.65% |
| 4 | Consumer Discretionary | 10.61% |
| 5 | Industrials | 9.59% |
