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
$11.5B
AUM Growth
+$248M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$555M
2
+$410M
3
+$120M
4
JPM icon
JPMorgan Chase
JPM
+$94M
5
DAL icon
Delta Air Lines
DAL
+$93.6M

Top Sells

1
+$764M
2
+$477M
3
+$286M
4
CMCSA icon
Comcast
CMCSA
+$123M
5
V icon
Visa
V
+$111M

Sector Composition

1 Communication Services 35.82%
2 Financials 35.06%
3 Consumer Discretionary 16.27%
4 Industrials 12.1%
5 Healthcare 0.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-43,248
52
– –
-7,455
53
– –
-13,645
54
– –
-9,601
55
– –
0
56
– –
-1,423,851
1 2
3