Royal London Asset Management

Royal London Asset Management Portfolio holdings

AUM $47.5B
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.98B
AUM Growth
-$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
589
New
Increased
Reduced
Closed

Top Buys

1
+$4.06M
2
+$4.05M
3
+$3.63M
4
GE icon
GE Aerospace
GE
+$3.22M
5
CVX icon
Chevron
CVX
+$3.12M

Top Sells

1
+$175M
2
+$62.4M
3
+$37.4M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$30.2M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$25.2M

Sector Composition

1 Healthcare 15.01%
2 Financials 12.66%
3 Technology 12.09%
4 Industrials 11.02%
5 Energy 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-46,078
577
– –
-11,600
578
– –
-98,393
579
– –
-116,638
580
– –
-23,932
581
– –
-8,962
582
– –
-133,466
583
– –
-33,433
584
– –
-13,167
585
– –
-73,842
586
– –
-28,831
587
– –
-18,141
588
– –
-88,279
589
– –
-113,739
20 21 22 23
24