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
276
$4.29M 0.04%
+117,568
277
$4.23M 0.04%
+81,297
278
$4.19M 0.04%
+18,632
279
$4.19M 0.04%
+100,331
280
$4.15M 0.04%
+171,680
281
$4.14M 0.04%
+162,968
282
$4.1M 0.04%
+307,316
283
$4.06M 0.04%
+67,979
284
$4.03M 0.04%
+31,904
285
$3.99M 0.04%
+125,477
286
$3.98M 0.04%
+35,668
287
$3.97M 0.04%
+38,476
288
$3.96M 0.04%
+41,504
289
$3.95M 0.04%
+114,733
290
$3.94M 0.04%
+76,011
291
$3.94M 0.04%
+274,789
292
$3.93M 0.04%
+74,778
293
$3.93M 0.04%
+54,288
294
$3.86M 0.04%
+135,489
295
$3.85M 0.04%
+65,484
296
$3.85M 0.04%
+104,351
297
$3.84M 0.04%
+84,160
298
$3.82M 0.04%
+100,164
299
$3.82M 0.04%
+92,373
300
$3.77M 0.04%
+51,876
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