LPU
Lansdowne Partners (UK) Portfolio holdings
AUM
$770M
This Quarter Return
+3.14%
1 Year Return
+37.92%
3 Year Return
+190.84%
5 Year Return
+282.59%
10 Year Return
+564.04%
AUM
$11.1B
AUM Growth
+$11.1B
(+4.8%)
Cap. Flow
+$189M
Cap. Flow
% of AUM
1.71%
Top 10 Holdings %
Top 10 Hldgs %
82.77%
Holding
51
New
9
Increased
13
Reduced
14
Closed
8
Top Buys
| 1 |
Goldman Sachs
GS
|
$587M |
| 2 |
Alibaba
BABA
|
$153M |
| 3 |
JPMorgan Chase
JPM
|
$128M |
| 4 |
Alphabet (Google) Class C
GOOG
|
$128M |
| 5 |
American Express
AXP
|
$83M |
Top Sells
| 1 |
Nike
NKE
|
$410M |
| 2 |
Verizon
VZ
|
$247M |
| 3 |
Netflix
NFLX
|
$145M |
| 4 |
WFM
Whole Foods Market Inc
WFM
|
$63M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Bread Financial
BFH
$3.07B
| – | – |
-3,712
| Closed | -$1.04M |
|