LS

Livforsakringsbolaget Skandia Portfolio holdings

AUM $2.57B
1-Year Est. Return 31.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+31.29%
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
+$10.7M
2
+$7.65M
3
+$6.4M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$5.7M
5
TSLA icon
Tesla
TSLA
+$4.67M

Top Sells

1
+$1.64M
2
+$1.5M
3
+$1.42M
4
GE icon
GE Aerospace
GE
+$1.27M
5
WMT icon
Walmart Inc
WMT
+$1.17M

Sector Composition

1 Technology 27.19%
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
201
$1.22M 0.08%
9,555
+400
202
$1.19M 0.08%
6,310
203
$1.16M 0.08%
19,892
204
$1.16M 0.08%
4,185
205
$1.16M 0.08%
17,528
206
$1.15M 0.08%
10,870
207
$1.15M 0.08%
11,400
+1,800
208
$1.14M 0.08%
15,641
+2,000
209
$1.14M 0.08%
21,648
+2,900
210
$1.13M 0.08%
54,862
+7,000
211
$1.1M 0.08%
6,979
212
$1.1M 0.08%
6,256
213
$1.09M 0.08%
6,365
214
$1.09M 0.08%
33,795
215
$1.08M 0.08%
4,344
216
$1.07M 0.07%
5,259
217
$1.07M 0.07%
6,758
+800
218
$1.06M 0.07%
4,469
219
$1.06M 0.07%
27,200
+4,200
220
$1.04M 0.07%
4,684
221
$1.04M 0.07%
74,800
+11,600
222
$1.03M 0.07%
11,300
+1,700
223
$1.03M 0.07%
700
224
$1.02M 0.07%
8,134
225
$1.01M 0.07%
3,746
7 8
9
10 11