LP

LB Partners Portfolio holdings

AUM $156M
1-Year Est. Return 36.58%
This Quarter Est. Return
1 Year Est. Return
+36.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$91.2M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$14.7M
2 +$12.1M
3 +$9M
4
AXP icon
American Express
AXP
+$7.49M
5
BABA icon
Alibaba
BABA
+$5.81M

Top Sells

No sells this quarter

Sector Composition

1 Communication Services 57.06%
2 Financials 11.93%
3 Technology 7.41%
4 Consumer Discretionary 6.38%
5 Energy 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$172K 0.19%
+4,000
27
$111K 0.12%
+36,000