ROYAL LONDON ASSET MANAGEMENT LTD

• UNITED KINGDOM, X0 How do I update this listing?

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Royal London Asset Management LTD is based out of United Kingdom. Their last reported 13F filing for Q2 2022 included $21,659,194,000 in managed 13F securities and a top 10 holdings concentration of 29.33%. Royal London Asset Management LTD's largest holding is Microsoft Corp. with shares held of 6,009,106. Royal London Asset Management LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 75 13F filings

06/30/2022

13F Activity

  • Market Value $21.659 Billion
  • Prior Market Value $25.585 Billion
  • New Purchases4 stocks
  • Additional Purchases278 stocks
  • Sold out of9 stocks
  • Reduced holdings in205 stocks
  • Top 10 Holdings % 29.33 %
  • Turnover % [1]:1.95%
  • Turnover Alt % [2]: 5.04 %
  • Time Held Top20:7.75 quarters
  • Time Held Top10:7.00 quarters
  • Time Held All:12.73 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2022

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: 5.95%
Performance Last 4 Quarters: -9.74%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required
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Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

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Insider Transactions in the past year

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WhaleScore history for ROYAL LONDON ASSET MANAGEMENT LTD

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