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
251
$4.89M 0.05%
+107,937
252
$4.89M 0.05%
+40,422
253
$4.89M 0.05%
+513,011
254
$4.86M 0.05%
+184,784
255
$4.85M 0.05%
+60,019
256
$4.75M 0.05%
+75,562
257
$4.74M 0.05%
+198,503
258
$4.72M 0.05%
+150,888
259
$4.67M 0.05%
+72,260
260
$4.67M 0.05%
+92,545
261
$4.66M 0.05%
+102,892
262
$4.65M 0.05%
+135,535
263
$4.64M 0.05%
+117,635
264
$4.63M 0.05%
+256,312
265
$4.62M 0.05%
+95,836
266
$4.61M 0.05%
+90,928
267
$4.57M 0.05%
+121,996
268
$4.55M 0.05%
+491,098
269
$4.52M 0.05%
+105,570
270
$4.5M 0.05%
+159,751
271
$4.47M 0.05%
+52,976
272
$4.36M 0.05%
+338,090
273
$4.34M 0.05%
+76,073
274
$4.33M 0.05%
+77,551
275
$4.29M 0.05%
+27,400
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