LPU

Lansdowne Partners (UK) Portfolio holdings

AUM $1.19B
1-Year Est. Return 50.34%
This Quarter Est. Return
1 Year Est. Return
+50.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.1B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$587M
2
+$153M
3
+$128M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$128M
5
AXP icon
American Express
AXP
+$83M

Top Sells

1
+$410M
2
+$247M
3
+$145M
4
WFM
Whole Foods Market Inc
WFM
+$63M
5
MS icon
Morgan Stanley
MS
+$53.9M

Sector Composition

1 Communication Services 40.69%
2 Financials 31.02%
3 Consumer Discretionary 18.78%
4 Industrials 8.65%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.8M 0.17%
+801,007
27
$16.4M 0.15%
2,105,504
+525,624
28
$15.3M 0.14%
638,967
29
$9.51M 0.09%
297,751
-621,928
30
$8.17M 0.07%
2,321,865
31
$7.98M 0.07%
522,354
32
$6.06M 0.05%
128,440
33
$4.82M 0.04%
158,109
+105,547
34
$2.89M 0.03%
29,363
+5,100
35
$2.61M 0.02%
3,805,161
36
$1.98M 0.02%
30,656
-835,241
37
$1.03M 0.01%
+29,603
38
$1.01M 0.01%
+100,000
39
$487K ﹤0.01%
+8,462
40
$484K ﹤0.01%
+20,308
41
$477K ﹤0.01%
+6,561
42
$311K ﹤0.01%
+24,500
43
– –
-4,651
44
– –
-11,895
45
– –
-1,668,078
46
– –
0
47
– –
-17,300
48
– –
-625
49
– –
-197,794
50
– –
-30,160
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