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
$11.5B
AUM Growth
-$5.82M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$658M
2
+$177M
3
+$136M
4
BBWI icon
Bath & Body Works
BBWI
+$61.9M
5
JPM icon
JPMorgan Chase
JPM
+$37.8M

Top Sells

1
+$544M
2
+$495M
3
+$303M
4
META icon
Meta Platforms (Facebook)
META
+$219M
5
AMZN icon
Amazon
AMZN
+$89.8M

Sector Composition

1 Financials 34.78%
2 Communication Services 27.48%
3 Consumer Discretionary 16.79%
4 Industrials 13.85%
5 Technology 6.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$2.07B 18.05%
22,691,338
+413,545
2
$1.53B 13.35%
28,553,267
+449,295
3
$1.36B 11.88%
28,199,240
-1,855,460
4
$1.3B 11.27%
53,390,599
+5,623,372
5
$1.23B 10.72%
31,638,437
-7,776,920
6
$1.01B 8.81%
21,772,880
-1,916,440
7
$734M 6.39%
4,861,238
-1,451,971
8
$659M 5.73%
18,841,113
+18,809,863
9
$444M 3.87%
6,644,014
+22,904
10
$268M 2.33%
2,399,599
+1,601
11
$177M 1.54%
+3,292,224
12
$162M 1.41%
3,728,461
+1,420,323
13
$104M 0.91%
1,765,919
-1,457,016
14
$91.1M 0.79%
857,062
-4,658,489
15
$80.3M 0.7%
4,941,440
16
$33.2M 0.29%
766,273
+47,944
17
$32M 0.28%
2,647,981
+326,116
18
$18.7M 0.16%
+279,550
19
$15.5M 0.13%
1,096,542
+933,435
20
$14.6M 0.13%
+365,430
21
$14M 0.12%
214,143
-42,024
22
$12.6M 0.11%
+734,673
23
$10.6M 0.09%
930,000
24
$10.2M 0.09%
118,227
25
$9M 0.08%
117,117
-142,371
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