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
$1.44B
AUM Growth
+$181M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$30M
2 +$21.4M
3 +$14.8M
4
BDX icon
Becton Dickinson
BDX
+$14.6M
5
SNOW icon
Snowflake
SNOW
+$11.1M

Top Sells

1 +$71.9M
2 +$40.2M
3 +$28.4M
4
TSM icon
TSMC
TSM
+$13.2M
5
DIS icon
Walt Disney
DIS
+$8.92M

Sector Composition

1 Technology 44.22%
2 Healthcare 16.7%
3 Financials 12.7%
4 Communication Services 12.22%
5 Consumer Discretionary 11.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$243K 0.02%
2,097
-1,291
77
-117,000