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
$1.69B
AUM Growth
-$738M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$24.3M
2 +$17M
3 +$16.4M
4
BAP icon
Credicorp
BAP
+$15.9M
5
MSFT icon
Microsoft
MSFT
+$15.7M

Top Sells

1 +$58M
2 +$44.9M
3 +$19.3M
4
CRM icon
Salesforce
CRM
+$16.8M
5
BSY icon
Bentley Systems
BSY
+$9.46M

Sector Composition

1 Technology 50.13%
2 Financials 17.31%
3 Consumer Discretionary 12.64%
4 Healthcare 7.2%
5 Communication Services 6.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-8,668