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
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$650M
2
+$162M
3
+$131M
4
BBWI icon
Bath & Body Works
BBWI
+$58.2M
5
JPM icon
JPMorgan Chase
JPM
+$35.7M

Top Sells

1
+$544M
2
+$510M
3
+$306M
4
META icon
Meta Platforms (Facebook)
META
+$216M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$89.6M

Sector Composition

1 Financials 34.78%
2 Communication Services 27.48%
3 Consumer Discretionary 16.79%
4 Industrials 13.85%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-301,640
52
– –
-506,666
53
– –
0
54
– –
-231,058
55
– –
0
1 2
3