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
$11.1B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1
+$587M
2
+$153M
3
+$128M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$128M
5
AXP icon
American Express
AXP
+$83M

Top Sells

1
+$410M
2
+$247M
3
+$145M
4
WFM
Whole Foods Market Inc
WFM
+$63M
5
MS icon
Morgan Stanley
MS
+$53.9M

Sector Composition

1 Communication Services 40.69%
2 Financials 31.02%
3 Consumer Discretionary 18.78%
4 Industrials 8.65%
5 Consumer Staples 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.45B 13.03%
53,926,838
-344,228
2
$1.36B 12.26%
22,648,232
+2,125,897
3
$1.05B 9.46%
36,234,309
+4,400,829
4
$953M 8.56%
26,360,798
-233,343
5
$834M 7.49%
4,543,163
+3,198,382
6
$799M 7.18%
49,577,340
+3,901,540
7
$788M 7.08%
17,658,490
-9,196,988
8
$747M 6.71%
14,404,538
+1,082,527
9
$714M 6.41%
8,018,103
-249,495
10
$449M 4.03%
8,979,218
-4,938,969
11
$428M 3.85%
2,062,146
+15,701
12
$336M 3.02%
6,210,097
+79,709
13
$290M 2.61%
4,499,124
-2,252,348
14
$168M 1.51%
1,919,332
+948,464
15
$153M 1.38%
+1,724,758
16
$89.1M 0.8%
4,173,485
+1,656,128
17
$61.5M 0.55%
3,731,445
+1,000,000
18
$50.5M 0.45%
1,325,465
-1,652,826
19
$47.5M 0.43%
921,300
-864,705
20
$38.5M 0.35%
+743,080
21
$38.4M 0.35%
757,417
-112,119
22
$35.2M 0.32%
659,164
-189,740
23
$30.6M 0.28%
1,356,195
-640,117
24
$20.6M 0.18%
930,115
-29,200
25
$19.3M 0.17%
901,736
1
2 3