LPU

Lansdowne Partners (UK) Portfolio holdings

AUM $770M
1-Year Est. Return 37.92%
This Quarter Est. Return
1 Year Est. Return
+37.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.7B
AUM Growth
+$1.22B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$392M
2
+$371M
3
+$223M
4
LEN icon
Lennar Class A
LEN
+$101M
5
MON
Monsanto Co
MON
+$76.3M

Top Sells

1
+$439M
2
+$159M
3
+$158M
4
JPM icon
JPMorgan Chase
JPM
+$138M
5
BAC icon
Bank of America
BAC
+$105M

Sector Composition

1 Financials 40.28%
2 Technology 18.31%
3 Communication Services 15.62%
4 Industrials 14.68%
5 Consumer Discretionary 9.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-18,187
52
– –
0
53
– –
-25,000
54
– –
-37,461
55
– –
0
56
– –
0
1 2
3