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
$1.36B
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
39
New
Increased
Reduced
Closed

Top Buys

1
+$42.7M
2
+$35.1M
3
+$27.7M
4
LLY icon
Eli Lilly
LLY
+$8.74M
5
EH
EHang Holdings
EH
+$3.32M

Top Sells

1
+$30.2M
2
+$15.1M
3
+$10.7M
4
SCHW icon
Charles Schwab
SCHW
+$3.84M
5
AMZN icon
Amazon
AMZN
+$1.74M

Sector Composition

1 Materials 37.09%
2 Industrials 24.42%
3 Technology 20.44%
4 Consumer Discretionary 11.59%
5 Healthcare 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$247M 18.15%
4,636,673
-566,040
2
$220M 16.11%
3,174,266
+507,610
3
$217M 15.89%
527,144
-36,874
4
$216M 15.84%
2,075,578
+266,030
5
$70.8M 5.19%
465,794
-11,420
6
$60.1M 4.41%
1,411,238
+75,728
7
$57.8M 4.24%
914,791
-17,140
8
$49.5M 3.64%
249,513
-6,012
9
$42.7M 3.13%
+1,294,045
10
$41.1M 3.02%
1,022,439
-24,778
11
$40.3M 2.96%
167,264
-44,362
12
$27.9M 2.05%
47,845
+14,994
13
$18.6M 1.37%
2,619,141
+4,459
14
$10.5M 0.77%
851,175
+136,100
15
$8.21M 0.6%
453,976
-42,608
16
$6.86M 0.5%
69,000
+11,000
17
$5.16M 0.38%
43,307
+13,519
18
$4.07M 0.3%
242,161
+197,773
19
$3.24M 0.24%
158,991
+19,209
20
$2.89M 0.21%
77,194
21
$2.85M 0.21%
857,195
+200,944
22
$1.75M 0.13%
+4,662
23
$1.06M 0.08%
288,453
-260,711
24
$1.05M 0.08%
216,026
-52,722
25
$989K 0.07%
515,046
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