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
401
$2.04M 0.02%
+258,313
402
$2.02M 0.02%
+12
403
$2.01M 0.02%
+40,753
404
$2M 0.02%
+48,736
405
$2M 0.02%
+125,433
406
$1.97M 0.02%
+164,293
407
$1.95M 0.02%
+268,200
408
$1.95M 0.02%
+40,814
409
$1.95M 0.02%
+19,510
410
$1.94M 0.02%
+29,007
411
$1.92M 0.02%
+18,567
412
$1.92M 0.02%
+69,137
413
$1.92M 0.02%
+21,434
414
$1.91M 0.02%
+22,322
415
$1.91M 0.02%
+32,284
416
$1.9M 0.02%
+140,090
417
$1.9M 0.02%
+98,542
418
$1.89M 0.02%
+109,314
419
$1.89M 0.02%
+44,362
420
$1.85M 0.02%
+45,791
421
$1.85M 0.02%
+27,799
422
$1.84M 0.02%
+168,423
423
$1.84M 0.02%
+14,685
424
$1.83M 0.02%
+48,410
425
$1.83M 0.02%
+31,052
15 16
17
18 19