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
$2B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$13M
3
+$12M
4
DHR icon
Danaher
DHR
+$11.4M
5
ENPH icon
Enphase Energy
ENPH
+$11.2M

Top Sells

1
+$84.9M
2
+$42.2M
3
+$32.6M
4
EW icon
Edwards Lifesciences
EW
+$19.1M
5
V icon
Visa
V
+$8.41M

Sector Composition

1 Technology 44.04%
2 Financials 17.46%
3 Consumer Discretionary 14.37%
4 Healthcare 9.33%
5 Communication Services 5.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-230,874
102
– –
-2,850
103
– –
-21,041
1 2 3 4
5