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
$1.91B
AUM Growth
+$322M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$59M
2
+$27.2M
3
+$24.7M
4
YUM icon
Yum! Brands
YUM
+$23.2M
5
UNH icon
UnitedHealth
UNH
+$20.1M

Top Sells

1
+$42.4M
2
+$40M
3
+$23.6M
4
NET icon
Cloudflare
NET
+$8.79M
5
EXPD icon
Expeditors International
EXPD
+$7.48M

Sector Composition

1 Technology 39.16%
2 Financials 18.11%
3 Healthcare 14.26%
4 Consumer Discretionary 12.68%
5 Consumer Staples 5.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-285,000
102
– –
-69,888
103
– –
-70,100
1 2 3 4
5