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
$11.5M
AUM Growth
+$384K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$147K
2
+$105K
3
+$16.9K

Top Sells

1
+$155K
2
+$128K
3
+$39.2K
4
SLB icon
SLB Ltd
SLB
+$36.9K
5
EOG icon
EOG Resources
EOG
+$28K

Sector Composition

1 Financials 39.23%
2 Industrials 14.73%
3 Healthcare 11.2%
4 Consumer Discretionary 8.46%
5 Technology 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11K 0.1%
322
52
$11K 0.1%
177
53
$8K 0.07%
154
54
$5K 0.04%
45
55
$4K 0.03%
264
56
$4K 0.03%
160
57
$2K 0.02%
54
58
$0 ﹤0.01%
+7
59
– –
-1,650
1 2
3