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
326
$3.21M 0.03%
+61,327
327
$3.2M 0.03%
+52,437
328
$3.19M 0.03%
+119,467
329
$3.19M 0.03%
+145,820
330
$3.18M 0.03%
+98,234
331
$3.17M 0.03%
+123,451
332
$3.14M 0.03%
+51,966
333
$3.12M 0.03%
+44,171
334
$3.11M 0.03%
+168,796
335
$3.1M 0.03%
+105,530
336
$3.1M 0.03%
+34,684
337
$3.09M 0.03%
+269,972
338
$3.09M 0.03%
+27,007
339
$3.08M 0.03%
+82,520
340
$3.06M 0.03%
+88,680
341
$3.05M 0.03%
+192,163
342
$3.03M 0.03%
+54,339
343
$3.02M 0.03%
+114,996
344
$2.98M 0.03%
+84,307
345
$2.97M 0.03%
+71,647
346
$2.94M 0.03%
+47,173
347
$2.91M 0.03%
+96,502
348
$2.87M 0.03%
+34,469
349
$2.86M 0.03%
+48,237
350
$2.84M 0.03%
+26,796
12 13
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