LIP
Lighthouse Investment Partners Portfolio holdings
AUM
$2.3B
1-Year Return
18.81%
This Quarter Return
+2.77%
1 Year Return
+18.81%
3 Year Return
+54.09%
5 Year Return
–
10 Year Return
–
AUM
$1.15B
AUM Growth
+$608M
(+112%)
Cap. Flow
+$583M
Cap. Flow
% of AUM
50.63%
Top 10 Holdings %
Top 10 Hldgs %
18.54%
Holding
385
New
148
Increased
49
Reduced
52
Closed
127
Top Buys
| 1 |
Keurig Dr Pepper
KDP
|
$26.4M |
| 2 |
Alliant Energy
LNT
|
$19.7M |
| 3 |
Prologis
PLD
|
$19.7M |
| 4 |
CenterPoint Energy
CNP
|
$18.5M |
| 5 |
Public Service Enterprise Group
PEG
|
$18.4M |
Top Sells
| 1 |
Colgate-Palmolive
CL
|
$16.1M |
| 2 |
Philip Morris
PM
|
$14.7M |
| 3 |
BP
BP
|
$9.94M |
| 4 |
Estee Lauder
EL
|
$9.92M |
| 5 |
Lamb Weston
LW
|
$9.83M |
Sector Composition
| 1 | Consumer Staples | 23.18% |
| 2 | Real Estate | 23.02% |
| 3 | Utilities | 17.65% |
| 4 | Industrials | 11.16% |
| 5 | Consumer Discretionary | 10.95% |
