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
$13.5M
AUM Growth
-$2.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$96K
2 +$92K
3 +$18.8K
4
EOG icon
EOG Resources
EOG
+$14.9K

Top Sells

1 +$140K
2 +$65.8K
3 +$65K
4
OZK icon
Bank OZK
OZK
+$61.5K
5
JNJ icon
Johnson & Johnson
JNJ
+$56.8K

Sector Composition

1 Financials 34.32%
2 Technology 12.36%
3 Healthcare 12.21%
4 Industrials 7.65%
5 Consumer Discretionary 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$13K 0.1%
169
52
$11K 0.08%
158
53
$9K 0.07%
119
54
$0 ﹤0.01%
53