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
$9.48B
AUM Growth
-$1.99B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$266M
2
+$177M
3
+$130M
4
META icon
Meta Platforms (Facebook)
META
+$73.9M
5
CVE icon
Cenovus Energy
CVE
+$21.6M

Top Sells

1
+$1.21B
2
+$652M
3
+$261M
4
BAC icon
Bank of America
BAC
+$157M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$139M

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
– –
0
52
– –
-15,197
53
– –
0
54
– –
0
55
– –
0
1 2
3