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
$831M
AUM Growth
-$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$35.1M
2
+$30.4M
3
+$26.9M
4
MSFT icon
Microsoft
MSFT
+$16.6M
5
YUMC icon
Yum China
YUMC
+$12.5M

Top Sells

1
+$62.4M
2
+$41.2M
3
+$15.3M
4
BABA icon
Alibaba
BABA
+$9.95M
5
AMZN icon
Amazon
AMZN
+$8.48M

Sector Composition

1 Technology 37.88%
2 Consumer Discretionary 20.88%
3 Financials 14.28%
4 Communication Services 12.34%
5 Healthcare 10.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.07M 0.61%
87,477
+33,777
27
$4.83M 0.58%
+101,180
28
$4.38M 0.53%
108,880
+47,280
29
$4.33M 0.52%
34,300
+19,100
30
$4.13M 0.5%
62,586
+25,859
31
$3.96M 0.48%
109,945
+44,004
32
$3.96M 0.48%
+65,070
33
$3.95M 0.47%
10,510
+5,030
34
$3.94M 0.47%
8,075
+5,183
35
$3.88M 0.47%
177,990
+109,483
36
$3.78M 0.46%
+37,279
37
$3.59M 0.43%
68,565
+16,711
38
$3.08M 0.37%
67,300
+38,171
39
$2.74M 0.33%
20,476
+3,862
40
$2.48M 0.3%
72,900
+34,200
41
$2.43M 0.29%
27,000
+6,000
42
$2.28M 0.27%
13,600
+2,523
43
$2.16M 0.26%
13,809
+4,130
44
$1.97M 0.24%
17,000
+7,000
45
$1.97M 0.24%
72,162
+26,328
46
$1.71M 0.21%
26,000
+6,000
47
$752K 0.09%
+3,161
48
$743K 0.09%
17,598
+8,405
49
$599K 0.07%
8,606
+5,047
50
$588K 0.07%
13,276
+7,966
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