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
576
$118K ﹤0.01%
+3,520
577
$114K ﹤0.01%
+3,728
578
$46K ﹤0.01%
+833
579
$44K ﹤0.01%
+452
580
$44K ﹤0.01%
+1,140
581
$33K ﹤0.01%
+2,255
582
$26K ﹤0.01%
+1,000
583
$26K ﹤0.01%
+694