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
$11.5B
AUM Growth
+$825M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$373M
2
+$115M
3
+$28.4M
4
DIS icon
Walt Disney
DIS
+$11.7M
5
DAL icon
Delta Air Lines
DAL
+$11.1M

Top Sells

1
+$242M
2
+$39M
3
+$36.1M
4
B
Barrick Mining
B
+$31.9M
5
JEF icon
Jefferies Financial Group
JEF
+$30.5M

Sector Composition

1 Communication Services 37.64%
2 Consumer Discretionary 29.55%
3 Financials 22.52%
4 Industrials 9.66%
5 Healthcare 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-6,667
52
– –
-57,796
53
– –
-7,273
1 2
3