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
$139M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$4.25M
3
+$3.9M
4
WMT icon
Walmart
WMT
+$3.33M
5
CI icon
Cigna
CI
+$3.27M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 18.73%
2 Technology 17.89%
3 Financials 15.71%
4 Energy 13.72%
5 Consumer Staples 10.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.72M 4.85%
+253,064
2
$4.25M 3.06%
+23,237
3
$3.9M 2.81%
+33,000
4
$3.33M 2.4%
+134,313
5
$3.27M 2.36%
+45,130
6
$3.19M 2.3%
+92,300
7
$3.19M 2.3%
+37,129
8
$2.63M 1.89%
+49,800
9
$2.62M 1.89%
+45,734
10
$2.36M 1.7%
+67,747
11
$2.35M 1.69%
+52,967
12
$2.31M 1.66%
+38,139
13
$2.28M 1.64%
+35,910
14
$2.22M 1.6%
+91,156
15
$2.2M 1.59%
+28,583
16
$2.11M 1.52%
+60,967
17
$2.08M 1.5%
+77,851
18
$1.86M 1.34%
+143,800
19
$1.62M 1.16%
+126,260
20
$1.6M 1.16%
+66,200
21
$1.58M 1.14%
+150,800
22
$1.52M 1.1%
+37,993
23
$1.47M 1.06%
+16,026
24
$1.41M 1.01%
+15,550
25
$1.33M 0.96%
+25,400
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