LPPIL
Local Pensions Partnership Investment Ltd Portfolio holdings
AUM
$5.87B
1-Year Est. Return
21.93%
1 Year Est. Return
+21.93%
AUM
$5.42B
AUM Growth
+$380M
(+7.5%)
Holding
36
Top Sells
| 1 | +$99.8M | |
| 2 | +$54.1M | |
| 3 | +$35.6M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$32M |
| 5 |
Microsoft
MSFT
|
+$27.6M |
Sector Composition
| 1 | Technology | 46.99% |
| 2 | Consumer Discretionary | 16.06% |
| 3 | Financials | 13.94% |
| 4 | Communication Services | 8.25% |
| 5 | Industrials | 7.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Jack Henry & Associates
JKHY
$12.1B
| $31.8M | 0.59% |
176,285
|
|
||
27
Brown & Brown
BRO
$27.4B
| $29M | 0.54% |
262,000
-22,000
|
|
||
|
ANSS
28
DELISTED
Ansys
ANSS
| $28.3M | 0.52% |
80,672
|
|
||
29
Core & Main
CNM
$9.36B
| $27.9M | 0.52% |
463,000
+55,000
|
|
||
30
West Pharmaceutical
WST
$19.7B
| $27.6M | 0.51% |
126,380
|
|
||
31
Manhattan Associates
MANH
$10.6B
| $27.4M | 0.51% |
138,500
|
|
||
32
SPS Commerce
SPSC
$3.09B
| $23.9M | 0.44% |
175,500
|
|
||
33
Trade Desk
TTD
$21.2B
| $22.5M | 0.42% |
312,500
|
|
||
34
SiteOne Landscape Supply
SITE
$5.63B
| $18.5M | 0.34% |
152,704
|
|
||
35
Medpace
MEDP
$16.8B
| $14.1M | 0.26% |
+45,000
|
|
||
36
Floor & Decor
FND
$6.8B
| – | – |
-1,240,300
|
|