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
351
$2.83M 0.03%
+46,285
352
$2.81M 0.03%
+85,403
353
$2.78M 0.03%
+78,316
354
$2.77M 0.03%
+61,690
355
$2.75M 0.03%
+15,804
356
$2.74M 0.03%
+57,607
357
$2.69M 0.03%
+139,164
358
$2.68M 0.03%
+63,893
359
$2.66M 0.03%
+233,237
360
$2.63M 0.03%
+41,508
361
$2.61M 0.03%
+95,553
362
$2.59M 0.03%
+65,421
363
$2.56M 0.03%
+200,487
364
$2.56M 0.03%
+49,192
365
$2.56M 0.03%
+118,406
366
$2.55M 0.03%
+75,670
367
$2.52M 0.03%
+71,842
368
$2.5M 0.03%
+72,519
369
$2.49M 0.03%
+221,107
370
$2.46M 0.03%
+53,929
371
$2.44M 0.03%
+298,158
372
$2.41M 0.03%
+91,043
373
$2.4M 0.03%
+246,112
374
$2.38M 0.03%
+51,904
375
$2.36M 0.02%
+53,260
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