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
451
$1.52M 0.02%
+343,650
452
$1.48M 0.02%
+54,290
453
$1.47M 0.02%
+128,900
454
$1.47M 0.02%
+23,231
455
$1.46M 0.02%
+56,693
456
$1.46M 0.02%
+35,749
457
$1.45M 0.02%
+143,610
458
$1.44M 0.02%
+76,092
459
$1.42M 0.01%
+41,967
460
$1.42M 0.01%
+17,670
461
$1.4M 0.01%
+91,813
462
$1.4M 0.01%
+124,806
463
$1.39M 0.01%
+44,829
464
$1.39M 0.01%
+132,328
465
$1.39M 0.01%
+73,300
466
$1.38M 0.01%
+82,598
467
$1.37M 0.01%
+22,800
468
$1.37M 0.01%
+12,417
469
$1.34M 0.01%
+40,211
470
$1.33M 0.01%
+31,082
471
$1.3M 0.01%
+62,870
472
$1.3M 0.01%
+20,200
473
$1.29M 0.01%
+52,798
474
$1.29M 0.01%
+88,471
475
$1.28M 0.01%
+24,203
17 18
19
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