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
$9.48B
AUM Growth
-$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$177M
3
+$130M
4
META icon
Meta Platforms (Facebook)
META
+$73.9M
5
CVE icon
Cenovus Energy
CVE
+$21.6M

Top Sells

1
+$1.21B
2
+$652M
3
+$261M
4
BAC icon
Bank of America
BAC
+$157M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M

Sector Composition

1 Financials 42.12%
2 Communication Services 20.26%
3 Industrials 14.34%
4 Technology 12.3%
5 Consumer Discretionary 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.94M 0.08%
273,681
+7,585
27
$7.91M 0.08%
58,572
28
$6.84M 0.07%
3,735
+585
29
$6.55M 0.07%
37,944
-12,134
30
$6.28M 0.07%
+25,000
31
$6.24M 0.07%
415,412
-16,591
32
$5.68M 0.06%
28,996
33
$3.3M 0.03%
27,492
34
$3.19M 0.03%
21,165
+8,463
35
$3.17M 0.03%
82,323
-31,556,114
36
$2.9M 0.03%
32,530
+12,342
37
$2.63M 0.03%
123,853
-36,403
38
$2.47M 0.03%
18,187
-3,784
39
$2.34M 0.02%
15,661
40
$2.03M 0.02%
+22,635
41
$2.02M 0.02%
37,461
-19,178
42
$1.89M 0.02%
56,141
-3,672,320
43
$1.79M 0.02%
45,749
-89,292
44
$822K 0.01%
4,010
45
$148K ﹤0.01%
+13,464
46
– –
-1,096,542
47
– –
-857,062
48
– –
-261,736
49
– –
-1,765,919
50
– –
0
1
2
3