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
176
$12.1M 0.13%
+288,600
177
$12.1M 0.13%
+227,294
178
$12.1M 0.13%
+395,826
179
$12.1M 0.13%
+379,076
180
$12M 0.13%
+174,067
181
$11.8M 0.12%
+233,933
182
$11.8M 0.12%
+501,519
183
$11.8M 0.12%
+269,264
184
$11.7M 0.12%
+150,791
185
$11.6M 0.12%
+461,290
186
$10.9M 0.11%
+164,935
187
$10.9M 0.11%
+160,993
188
$10.7M 0.11%
+134,270
189
$10.3M 0.11%
+486,525
190
$10.2M 0.11%
+161,690
191
$9.73M 0.1%
+45,219
192
$9.64M 0.1%
+97,821
193
$9.59M 0.1%
+199,774
194
$9.17M 0.1%
+186,810
195
$9.01M 0.09%
+259,064
196
$8.61M 0.09%
+105,221
197
$8.55M 0.09%
+637,400
198
$8.47M 0.09%
+490,454
199
$8.35M 0.09%
+167,547
200
$8.2M 0.09%
+125,788
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8
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