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LPU
Lansdowne Partners (UK) Portfolio holdings
AUM
$1.87B
1-Year Est. Return
61.55%
This Fund
S&P 500
This Quarter
Est. Return
+7.36%
1 Year Est. Return
+61.55%
3 Year Est. Return
+200.85%
5 Year Est. Return
+231.03%
10 Year Est. Return
+912.87%
AUM
$11.5B
AUM Growth
+$248M
(+2.2%)
Cap. Flow
-$376M
Cap. Flow
% of AUM
-3.27%
Top 10 Holdings %
Top 10 Hldgs %
92.84%
Holding
58
New
12
Increased
15
Reduced
10
Closed
12
Top Buys
| 1 |
Wells Fargo
WFC
|
+$555M |
| 2 |
Bank of America
BAC
|
+$410M |
| 3 |
Meta Platforms (Facebook)
META
|
+$120M |
| 4 |
JPMorgan Chase
JPM
|
+$94M |
| 5 |
Delta Air Lines
DAL
|
+$93.6M |
Top Sells
| 1 |
Nike
NKE
|
+$764M |
| 2 |
Bath & Body Works
BBWI
|
+$477M |
| 3 |
Walt Disney
DIS
|
+$286M |
| 4 |
Comcast
CMCSA
|
+$123M |
| 5 |
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
State Street SPDR S&P 500 ETF Trust
SPY
$786B
| – | – |
0
| – | – |
|
|
52
Visa
V
$675B
| – | – |
-1,423,851
| Closed | -$111M |
|
|
FIT
53
DELISTED
Fitbit, Inc. Class A common stock
FIT
| – | – |
-165,069
| Closed | -$1.21M |
|
|
JUNO
54
DELISTED
Juno Therapeutics, Inc.
JUNO
| – | – |
-20,125
| Closed | -$379K |
|
|
RAI
55
DELISTED
Reynolds American Inc
RAI
| – | – |
-43,248
| Closed | -$2.42M |
|
|
ZLTQ
56
DELISTED
ZELTIQ Aesthetics, Inc.
ZLTQ
| – | – |
-7,455
| Closed | -$324K |
|
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