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
551
$441K ﹤0.01%
+11,397
552
$427K ﹤0.01%
+10,172
553
$414K ﹤0.01%
+7,567
554
$396K ﹤0.01%
+7,116
555
$395K ﹤0.01%
+29,112
556
$395K ﹤0.01%
+23,133
557
$369K ﹤0.01%
+55,399
558
$366K ﹤0.01%
+1,254
559
$364K ﹤0.01%
+12,675
560
$337K ﹤0.01%
+20,764
561
$336K ﹤0.01%
+14,103
562
$326K ﹤0.01%
+5,780
563
$307K ﹤0.01%
+11,070
564
$305K ﹤0.01%
+7,034
565
$300K ﹤0.01%
+11,417
566
$283K ﹤0.01%
+8,915
567
$212K ﹤0.01%
+14,400
568
$199K ﹤0.01%
+5,070
569
$197K ﹤0.01%
+1,329
570
$196K ﹤0.01%
+1,993
571
$191K ﹤0.01%
+6,266
572
$167K ﹤0.01%
+29,150
573
$162K ﹤0.01%
+3,392
574
$153K ﹤0.01%
+6,266
575
$130K ﹤0.01%
+4,769
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