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
$2.47B
AUM Growth
+$372M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$40.9M
3
+$37.1M
4
CMI icon
Cummins
CMI
+$34.5M
5
AFRM icon
Affirm
AFRM
+$32.5M

Top Sells

1
+$47.3M
2
+$42.7M
3
+$26.6M
4
SYK icon
Stryker
SYK
+$21.7M
5
VMW
VMware, Inc
VMW
+$14.3M

Sector Composition

1 Technology 52.51%
2 Consumer Discretionary 12.82%
3 Healthcare 11.98%
4 Financials 9.88%
5 Communication Services 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
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-7,526
77
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78
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-13,934
79
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-173,168
80
– –
-28,000
81
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-61,112
82
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-255,818
83
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-748,775
84
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-102,000
85
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-4,815
1 2 3
4