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
$12.7B
AUM Growth
-$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$513M
2
+$424M
3
+$269M
4
AMZN icon
Amazon
AMZN
+$204M
5
JPM icon
JPMorgan Chase
JPM
+$177M

Top Sells

1
+$723M
2
+$651M
3
+$542M
4
DIS icon
Walt Disney
DIS
+$231M
5
V icon
Visa
V
+$231M

Sector Composition

1 Communication Services 32.84%
2 Financials 27.39%
3 Consumer Discretionary 25.02%
4 Industrials 10.25%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.07M 0.04%
43,907
-5,640,959
27
$4.87M 0.04%
46,132
+31,500
28
$4.81M 0.04%
91,189
+10,036
29
$4.79M 0.04%
102,545
30
$4.75M 0.04%
+36,878
31
$4.39M 0.03%
300,236
+132,637
32
$4.14M 0.03%
350,996
+138,241
33
$3.92M 0.03%
72,646
-239,347
34
$3.81M 0.03%
55,603
-34,685
35
$3.35M 0.03%
53,577
+9,306
36
$2.5M 0.02%
165,069
-25,726
37
$2.38M 0.02%
+47,218
38
$2.12M 0.02%
82,624
39
$1.96M 0.02%
87,615
40
$1.74M 0.01%
+43,333
41
$1.68M 0.01%
151,549
-145,045
42
$1.61M 0.01%
17,104
+5,681
43
$1.59M 0.01%
91,768
+20,313
44
$1.14M 0.01%
13,827
-2,527
45
$1.08M 0.01%
+35,000
46
$1.06M 0.01%
+22,758
47
$797K 0.01%
+21,860
48
$762K 0.01%
19,000
-7,500
49
$535K ﹤0.01%
+5,400
50
– –
-195,988
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