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
$12.7B
AUM Growth
-$1.89B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$513M
2
+$424M
3
+$269M
4
AMZN icon
Amazon
AMZN
+$204M
5
JPM icon
JPMorgan Chase
JPM
+$177M

Top Sells

1
+$723M
2
+$651M
3
+$542M
4
DIS icon
Walt Disney
DIS
+$231M
5
V icon
Visa
V
+$231M

Sector Composition

1 Communication Services 32.84%
2 Financials 27.39%
3 Consumer Discretionary 25.02%
4 Industrials 10.25%
5 Technology 3.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.6B 12.62%
52,441,598
-6,254,184
2
$1.37B 10.8%
23,144,672
+2,983,132
3
$1.32B 10.41%
34,632,940
+7,053,640
4
$1.31B 10.32%
44,098,900
+6,869,060
5
$1.27B 9.97%
25,993,354
-68,248
6
$1.08B 8.51%
14,113,525
-3,016,766
7
$1.01B 7.98%
16,472,945
+16,223
8
$990M 7.81%
20,477,867
+10,614,160
9
$755M 5.95%
10,633,325
-3,029,819
10
$587M 4.63%
5,913,323
-2,328,646
11
$474M 3.74%
17,395,440
-19,877,156
12
$424M 3.34%
+3,712,333
13
$145M 1.15%
1,271,650
+27,137
14
$83.7M 0.66%
2,006,660
+126,900
15
$71.4M 0.56%
4,941,440
16
$25.7M 0.2%
267,477
+9,698
17
$16.4M 0.13%
2,321,865
18
$10.7M 0.08%
559,534
19
$9.4M 0.07%
+230,284
20
$7.89M 0.06%
125,205
+85,749
21
$7.16M 0.06%
722,354
22
$6.34M 0.05%
930,000
23
$5.75M 0.05%
194,244
-40,408
24
$5.73M 0.05%
77,627
+48,604
25
$5.12M 0.04%
82,531
-10,981
1
2 3