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

Top Buys

1
+$658M
2
+$177M
3
+$136M
4
BBWI icon
Bath & Body Works
BBWI
+$61.9M
5
JPM icon
JPMorgan Chase
JPM
+$37.8M

Top Sells

1
+$544M
2
+$495M
3
+$303M
4
META icon
Meta Platforms (Facebook)
META
+$219M
5
AMZN icon
Amazon
AMZN
+$89.8M

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
– –
-9,776,030
52
– –
0
53
– –
-231,058
54
– –
-202,734
55
– –
0
1 2
3