LPU
Lansdowne Partners (UK) Portfolio holdings
AUM
$770M
This Quarter Return
+11.25%
1 Year Return
+37.92%
3 Year Return
+190.84%
5 Year Return
+282.59%
10 Year Return
+564.04%
AUM
$1.92B
AUM Growth
+$1.92B
(-17%)
Cap. Flow
-$533M
Cap. Flow
% of AUM
-27.81%
Top 10 Holdings %
Top 10 Hldgs %
61.97%
Holding
51
New
9
Increased
12
Reduced
16
Closed
8
Top Buys
| 1 |
Freeport-McMoran
FCX
|
$80.7M |
| 2 |
Otis Worldwide
OTIS
|
$37.5M |
| 3 |
TSMC
TSM
|
$35.8M |
| 4 |
Idacorp
IDA
|
$25M |
| 5 |
First Solar
FSLR
|
$23.4M |
Top Sells
| 1 |
Citigroup
C
|
$143M |
| 2 |
Delta Air Lines
DAL
|
$135M |
| 3 |
Lam Research
LRCX
|
$113M |
| 4 |
Micron Technology
MU
|
$96.1M |
| 5 |
Southwest Airlines
LUV
|
$72.9M |
Sector Composition
| 1 | Technology | 34.45% |
| 2 | Industrials | 29.85% |
| 3 | Materials | 18.19% |
| 4 | Utilities | 5.85% |
| 5 | Financials | 5.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
American Airlines Group
AAL
$8.87B
| – | – |
-230,000
| Closed | -$3.01M |
|