LPU
Lansdowne Partners (UK) Portfolio holdings
AUM
$770M
This Quarter Return
+9.67%
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
(+0.48%)
Cap. Flow
-$638M
Cap. Flow
% of AUM
-5.75%
Top 10 Holdings %
Top 10 Hldgs %
83.49%
Holding
53
New
10
Increased
15
Reduced
15
Closed
8
Top Buys
| 1 |
American Express
AXP
|
$430M |
| 2 |
Visa
V
|
$281M |
| 3 |
Goldman Sachs
GS
|
$202M |
| 4 |
Bath & Body Works
BBWI
|
$133M |
| 5 |
Amazon
AMZN
|
$79.5M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$955M |
| 2 |
JPMorgan Chase
JPM
|
$232M |
| 3 |
Delta Air Lines
DAL
|
$160M |
| 4 |
Alibaba
BABA
|
$135M |
| 5 |
Comcast
CMCSA
|
$127M |
Sector Composition
| 1 | Financials | 37.19% |
| 2 | Communication Services | 29.91% |
| 3 | Consumer Discretionary | 21.24% |
| 4 | Industrials | 10.63% |
| 5 | Consumer Staples | 0.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Halliburton
HAL
$18.4B
| – | – |
-30,656
| Closed | -$1.98M |
|
52
eBay
EBAY
$41.2B
| – | – |
-8,547
| Closed | -$484K |
|
53
Salesforce
CRM
$245B
| – | – |
-8,462
| Closed | -$487K |
|