LBG
Lloyds Banking Group Portfolio holdings
AUM
$7.15M
This Quarter Return
-9.57%
1 Year Return
-0.71%
3 Year Return
+46.62%
5 Year Return
+62.81%
10 Year Return
–
AUM
$7.15M
AUM Growth
+$7.15M
(-13%)
Cap. Flow
-$206K
Cap. Flow
% of AUM
-2.87%
Top 10 Holdings %
Top 10 Hldgs %
66.98%
Holding
74
New
7
Increased
6
Reduced
29
Closed
8
Top Buys
| 1 |
Linde
LIN
|
$108K |
| 2 |
UnitedHealth
UNH
|
$94K |
| 3 |
RTN
Raytheon Company
RTN
|
$72K |
| 4 |
Pegasystems
PEGA
|
$65K |
| 5 |
Service Corp International
SCI
|
$47K |
Top Sells
| 1 |
PX
Praxair Inc
PX
|
$114K |
| 2 |
Regions Financial
RF
|
$84K |
| 3 |
AET
Aetna Inc
AET
|
$82K |
| 4 |
Oracle
ORCL
|
$79K |
| 5 |
Molson Coors Class B
TAP
|
$72K |
Sector Composition
| 1 | Financials | 32.55% |
| 2 | Consumer Staples | 29.03% |
| 3 | Technology | 7.76% |
| 4 | Industrials | 6.98% |
| 5 | Consumer Discretionary | 5.73% |
