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
201
$8.19M 0.09%
+128,853
202
$8.14M 0.09%
+130,994
203
$8.1M 0.08%
+280,617
204
$8.1M 0.08%
+183,590
205
$7.99M 0.08%
+165,947
206
$7.88M 0.08%
+1,530,352
207
$7.68M 0.08%
+1,094,701
208
$7.59M 0.08%
+117,146
209
$7.52M 0.08%
+304,177
210
$7.41M 0.08%
+101,251
211
$7.29M 0.08%
+121,386
212
$7.26M 0.08%
+110,228
213
$7.04M 0.07%
+10,109
214
$6.82M 0.07%
+93,942
215
$6.69M 0.07%
+117,385
216
$6.63M 0.07%
+504,506
217
$6.56M 0.07%
+291,914
218
$6.55M 0.07%
+107,168
219
$6.54M 0.07%
+137,313
220
$6.52M 0.07%
+296,072
221
$6.36M 0.07%
+87,674
222
$6.31M 0.07%
+95,453
223
$6.28M 0.07%
+65,090
224
$6.27M 0.07%
+74,045
225
$6.21M 0.07%
+73,751
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