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
$25.6B
AUM Growth
-$1.31B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
684
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$97.5M
3
+$90.9M
4
META icon
Meta Platforms (Facebook)
META
+$84.3M
5
IQV icon
IQVIA
IQV
+$82.4M

Top Sells

1
+$93.5M
2
+$65M
3
+$59.2M
4
FIVE icon
Five Below
FIVE
+$28.2M
5
ULTA icon
Ulta Beauty
ULTA
+$26.2M

Sector Composition

1 Technology 27.27%
2 Healthcare 15.03%
3 Financials 12.35%
4 Consumer Discretionary 11.67%
5 Industrials 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
– –
-9,031
677
– –
-128,575
678
– –
-84,749
679
– –
-16,442
24 25 26 27
28