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
426
$1.82M 0.02%
+49,828
427
$1.82M 0.02%
+37,541
428
$1.8M 0.02%
+54,614
429
$1.76M 0.02%
+83,903
430
$1.76M 0.02%
+51,225
431
$1.75M 0.02%
+102,539
432
$1.75M 0.02%
+49,718
433
$1.73M 0.02%
+20,123
434
$1.73M 0.02%
+39,925
435
$1.72M 0.02%
+74,814
436
$1.69M 0.02%
+33,233
437
$1.68M 0.02%
+30,305
438
$1.65M 0.02%
+2,157
439
$1.64M 0.02%
+23,890
440
$1.64M 0.02%
+27,019
441
$1.63M 0.02%
+34,135
442
$1.62M 0.02%
+36,000
443
$1.59M 0.02%
+15,435
444
$1.59M 0.02%
+35,453
445
$1.58M 0.02%
+32,569
446
$1.56M 0.02%
+40,874
447
$1.55M 0.02%
+76,977
448
$1.54M 0.02%
+35,525
449
$1.54M 0.02%
+42,633
450
$1.52M 0.02%
+33,032
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