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
$1.58B
AUM Growth
-$114M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$49.4M
2 +$28.1M
3 +$14.2M
4
EL icon
Estee Lauder
EL
+$10.3M
5
NEE icon
NextEra Energy
NEE
+$9.17M

Top Sells

1 +$47.5M
2 +$40.9M
3 +$23.4M
4
HLT icon
Hilton Worldwide
HLT
+$20.1M
5
CRM icon
Salesforce
CRM
+$18.9M

Sector Composition

1 Technology 41.84%
2 Financials 19.58%
3 Consumer Discretionary 12.17%
4 Healthcare 10.69%
5 Communication Services 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-272,000