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
$2.98B
AUM Growth
+$368M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1 +$61.2M
2 +$56.5M
3 +$54.4M
4
CMI icon
Cummins
CMI
+$37.4M
5
DOLE icon
Dole
DOLE
+$30.9M

Top Sells

1 +$42.9M
2 +$35.9M
3 +$26.4M
4
OCFT
OneConnect Financial Technology
OCFT
+$17.5M
5
MAR icon
Marriott International
MAR
+$13.2M

Sector Composition

1 Technology 58.54%
2 Consumer Discretionary 12%
3 Financials 10.9%
4 Healthcare 5.76%
5 Communication Services 5.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,125
102
-15,400