LFDLE

La Financiere de L'Echiquier Portfolio holdings

AUM $2.29B
1-Year Est. Return 37.29%
This Quarter Est. Return
1 Year Est. Return
+37.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$512M
AUM Growth
-$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$25.1M
2
+$17.4M
3
+$14.2M
4
FMX icon
Fomento Económico Mexicano
FMX
+$12.9M
5
CRM icon
Salesforce
CRM
+$9.94M

Top Sells

1
+$40.6M
2
+$22.1M
3
+$5.65M
4
BABA icon
Alibaba
BABA
+$4.09M
5
DE icon
Deere & Co
DE
+$3.91M

Sector Composition

1 Technology 35.7%
2 Financials 14.52%
3 Communication Services 13.89%
4 Consumer Discretionary 12.46%
5 Industrials 7.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.95M 0.38%
+20,000
27
$1.63M 0.32%
29,085
+25,865
28
$1.59M 0.31%
120,704
+84,800
29
$1.54M 0.3%
+18,375
30
$1.34M 0.26%
16,147
+11,820
31
$1.22M 0.24%
+4,048
32
$1.15M 0.22%
35,000
+18,675
33
$1.11M 0.22%
13,070
+7,570
34
$823K 0.16%
3,073
+520
35
$707K 0.14%
4,430
+730
36
$690K 0.13%
5,748
37
$678K 0.13%
+21,600
38
$652K 0.13%
+8,800
39
$630K 0.12%
20,070
+2,070
40
$605K 0.12%
+14,135
41
$572K 0.11%
+4,000
42
$570K 0.11%
2,300
-450
43
$553K 0.11%
+4,250
44
$552K 0.11%
+14,000
45
$451K 0.09%
+5,600
46
$435K 0.08%
+38,000
47
$406K 0.08%
+10,500
48
$405K 0.08%
+12,300
49
$335K 0.07%
+3,750
50
$312K 0.06%
+2,360
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