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LIP

Lighthouse Investment Partners Portfolio holdings

AUM $2.67B
1-Year Est. Return 26.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.79B
AUM Growth
+$88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$28.3M
2
+$26.5M
3
+$23.9M
4
LW icon
Lamb Weston
LW
+$22.2M
5
HIG icon
Hartford Financial Services
HIG
+$21.1M

Top Sells

1
+$24.6M
2
+$22.6M
3
+$22.3M
4
KDP icon
Keurig Dr Pepper
KDP
+$21.1M
5
KHC icon
Kraft Heinz
KHC
+$19.3M

Sector Composition

1 Real Estate 21.65%
2 Healthcare 17.42%
3 Financials 16.31%
4 Consumer Staples 13.49%
5 Technology 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-28,444
402
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-34,659
403
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-6,150
404
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-10,371
405
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-9,211
406
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-70,000
407
– –
-118,647
408
– –
-75,000
409
– –
-34,211
410
– –
-75,000
411
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-250,000
412
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-6,027
413
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-5,181
414
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-1,106
415
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-41,373
416
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-30,831
417
– –
-190,794
418
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-289,678
419
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-99,055
420
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-45,309
421
– –
-10,922
422
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-28,356
423
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-35,582
424
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-107,147
425
– –
-70,923
15 16
17
18 19