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
51
– –
-1,915
1 2
3