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
$709M
AUM Growth
-$477M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$43.8M
2
+$20.5M
3
+$20.5M
4
MRNA icon
Moderna
MRNA
+$2.07M
5
WRK
WestRock Company
WRK
+$1.81M

Top Sells

1
+$74.7M
2
+$64.3M
3
+$47.8M
4
AMAT icon
Applied Materials
AMAT
+$47.7M
5
WY icon
Weyerhaeuser
WY
+$10.5M

Sector Composition

1 Industrials 36.85%
2 Consumer Discretionary 27.98%
3 Technology 13.7%
4 Materials 12.02%
5 Energy 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-252,627
27
– –
-110,803
28
– –
-277,392
29
– –
-904,161
1
2