Candriam Luxembourg S.C.A.

Q1 2021 13F-HR Holdings

Location
Strassen, Luxembourg, N4
Holdings as of
3/31/2021
Date filed
4/29/2021
Form type
13F-HR
Num holdings
836
Total value ($000)
$12,014,208
Net value change ($000)
-622,464 (-4.9%)
New positions
29
Sold out positions
15
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Snapshot: Change Analysis

Compared to Q4 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
ARW 3 NEW
BBL 2 200.0%
BP 2 200.0%
RVTY 2 NEW
GSK 2 200.0%
iTeos Therapeutics, Inc. 1 NEW
DBX 1 NEW
SPRY 1 NEW
SHEL 1 NEW
BLNK 1 NEW
Top Reduces (Value $000, Stocks/ETFs)
TIFFANY & CO -27,746 -100.0%
MSFT -17,143 -3.9%
AAPL -16,834 -3.9%
Norbord Inc. -16,653 -100.0%
QEP RESOURCES, INC. -13,738 -100.0%
ACIA -13,144 -100.0%
GOOGL -12,103 -3.9%
AMGN -12,013 -3.9%
MRK -11,807 -3.9%
NEOS ETF Trust -10,192 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,433 (0.0% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type