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
376
$2.34M 0.02%
+33,399
377
$2.33M 0.02%
+30,164
378
$2.31M 0.02%
+64,970
379
$2.31M 0.02%
+21,236
380
$2.29M 0.02%
+17,920
381
$2.28M 0.02%
+34,106
382
$2.28M 0.02%
+42,201
383
$2.27M 0.02%
+40,341
384
$2.26M 0.02%
+37,055
385
$2.24M 0.02%
+119,437
386
$2.24M 0.02%
+61,306
387
$2.23M 0.02%
+579
388
$2.22M 0.02%
+5,238
389
$2.22M 0.02%
+104,304
390
$2.22M 0.02%
+129,460
391
$2.22M 0.02%
+55,656
392
$2.19M 0.02%
+55,103
393
$2.16M 0.02%
+35,500
394
$2.16M 0.02%
+17,367
395
$2.14M 0.02%
+42,110
396
$2.13M 0.02%
+90,893
397
$2.12M 0.02%
+53,151
398
$2.1M 0.02%
+61,282
399
$2.05M 0.02%
+107,913
400
$2.04M 0.02%
+5,831,520
14 15
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