LIM
Lancaster Investment Management Portfolio holdings
AUM
$313M
This Quarter Return
+4.59%
1 Year Return
+8.46%
3 Year Return
+62.1%
5 Year Return
+91.49%
10 Year Return
–
AUM
$97.1M
AUM Growth
–
Cap. Flow
+$97.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
1
New
1
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
UBS Group
UBS
|
$97.1M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
UBS Group
UBS
$128B
| $97.1M | 100% |
+5,010,479
| New | +$97.1M |
|