LBG

Lloyds Banking Group Portfolio holdings

AUM $7.15M
1-Year Est. Return 0.71%
This Quarter Est. Return
1 Year Est. Return
-0.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$9.55B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
583
New
Increased
Reduced
Closed

Top Buys

1
+$236M
2
+$234M
3
+$206M
4
AAPL icon
Apple
AAPL
+$201M
5
AXP icon
American Express
AXP
+$156M

Top Sells

No sells this quarter

Sector Composition

1 Financials 18.37%
2 Technology 13.63%
3 Healthcare 12.92%
4 Energy 10.4%
5 Consumer Discretionary 10.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$6.19M 0.06%
+26,628
227
$6.12M 0.06%
+138,118
228
$5.92M 0.06%
+290,440
229
$5.87M 0.06%
+80,156
230
$5.87M 0.06%
+82,751
231
$5.83M 0.06%
+274,625
232
$5.82M 0.06%
+88,504
233
$5.78M 0.06%
+123,191
234
$5.64M 0.06%
+123,873
235
$5.57M 0.06%
+124,372
236
$5.42M 0.06%
+100,667
237
$5.39M 0.06%
+198,506
238
$5.36M 0.06%
+158,344
239
$5.33M 0.06%
+72,809
240
$5.25M 0.06%
+175,184
241
$5.24M 0.05%
+48,321
242
$5.2M 0.05%
+116,003
243
$5.14M 0.05%
+361,800
244
$5.11M 0.05%
+90,021
245
$5.08M 0.05%
+164,388
246
$5.07M 0.05%
+279,800
247
$5.04M 0.05%
+68,051
248
$4.98M 0.05%
+291,982
249
$4.97M 0.05%
+643,605
250
$4.96M 0.05%
+119,777
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