LPU

Lansdowne Partners (UK) Portfolio holdings

AUM $1.36B
1-Year Est. Return 35.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+35.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.7B
AUM Growth
-$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$520M
2
+$392M
3
+$260M
4
AMZN icon
Amazon
AMZN
+$195M
5
JPM icon
JPMorgan Chase
JPM
+$174M

Top Sells

1
+$723M
2
+$579M
3
+$495M
4
DIS icon
Walt Disney
DIS
+$225M
5
V icon
Visa
V
+$219M

Sector Composition

1 Communication Services 32.84%
2 Financials 27.39%
3 Consumer Discretionary 25.02%
4 Industrials 10.25%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-71,185
52
– –
-130,493
53
– –
-105,540
54
– –
-285,227
55
– –
-2,938,037
56
– –
0
57
– –
-196,127
58
– –
-26,441
59
– –
-4,009,013
60
– –
-37,875
61
– –
0
62
– –
-104,568
63
– –
-24,428
64
– –
-125,000
65
– –
-237,964
66
– –
-213,132
67
– –
-227,136
68
– –
-44,287
69
– –
-195,988
70
– –
-62,151
1 2
3