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
476
$1.26M 0.01%
+84,659
477
$1.26M 0.01%
+46,636
478
$1.24M 0.01%
+27,675
479
$1.22M 0.01%
+26,869
480
$1.21M 0.01%
+30,977
481
$1.21M 0.01%
+36,606
482
$1.2M 0.01%
+44,347
483
$1.19M 0.01%
+31,393
484
$1.18M 0.01%
+25,602
485
$1.18M 0.01%
+27,538
486
$1.17M 0.01%
+19,410
487
$1.16M 0.01%
+41,824
488
$1.14M 0.01%
+15,652
489
$1.12M 0.01%
+19,164
490
$1.11M 0.01%
+121,086
491
$1.1M 0.01%
+17,718
492
$1.07M 0.01%
+84,479
493
$1.06M 0.01%
+23,678
494
$1.06M 0.01%
+19,515
495
$1.06M 0.01%
+71,951
496
$1.05M 0.01%
+56,676
497
$1.05M 0.01%
+32,466
498
$1.05M 0.01%
+24,497
499
$1.04M 0.01%
+4,749
500
$1.04M 0.01%
+44,535
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