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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
+4.35%
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
$9.48B
AUM Growth
-$1.99B
(-17%)
Cap. Flow
-$2.26B
Cap. Flow
% of AUM
-23.81%
Top 10 Holdings %
Top 10 Hldgs %
94.2%
Holding
55
New
7
Increased
13
Reduced
18
Closed
5
Top Buys
| 1 |
TSMC
TSM
|
+$259M |
| 2 |
PayPal
PYPL
|
+$166M |
| 3 |
DATA
Tableau Software, Inc.
DATA
|
+$121M |
| 4 |
Meta Platforms (Facebook)
META
|
+$72.2M |
| 5 |
Citigroup
C
|
+$17.7M |
Top Sells
| 1 |
Comcast
CMCSA
|
+$1.24B |
| 2 |
Amazon
AMZN
|
+$666M |
| 3 |
JPMorgan Chase
JPM
|
+$252M |
| 4 |
Bank of America
BAC
|
+$151M |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$135M |
Sector Composition
| 1 | Financials | 42.12% |
| 2 | Communication Services | 20.26% |
| 3 | Industrials | 14.34% |
| 4 | Technology | 12.3% |
| 5 | Consumer Discretionary | 9.49% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Tesla
TSLA
$1.48T
| – | – |
0
| – | – |
|
|
WBA
52
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-15,197
| Closed | -$1.19M |
|
53
State Street Energy Select Sector SPDR ETF
XLE
$37.3B
| – | – |
0
| – | – |
|
54
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.36B
| – | – |
0
| – | – |
|
|
CPN
55
DELISTED
Calpine Corporation
CPN
| – | – |
0
| – | – |
|
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