LFDLE

La Financiere de L'Echiquier Portfolio holdings

AUM $2.29B
1-Year Est. Return 37.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.98B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$59.1M
2 +$51M
3 +$48.7M
4
CMI icon
Cummins
CMI
+$39M
5
TFC icon
Truist Financial
TFC
+$28.2M

Top Sells

1 +$41.2M
2 +$38.1M
3 +$27.8M
4
OCFT
OneConnect Financial Technology
OCFT
+$17.5M
5
ISRG icon
Intuitive Surgical
ISRG
+$15.1M

Sector Composition

1 Technology 55.39%
2 Financials 14.05%
3 Consumer Discretionary 12%
4 Healthcare 5.76%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-91,221
102
-25,664