LIP
Lighthouse Investment Partners Portfolio holdings
AUM
$2.3B
1-Year Est. Return
18.81%
1 Year Est. Return
+18.81%
AUM
$2.19B
AUM Growth
-$395M
(-15%)
Holding
652
Top Buys
| 1 | +$31.3M | |
| 2 | +$29.5M | |
| 3 | +$27.2M | |
| 4 |
JPMorgan Chase
JPM
|
+$20.3M |
| 5 |
J.M. Smucker
SJM
|
+$19.7M |
Top Sells
| 1 | +$38.3M | |
| 2 | +$35.9M | |
| 3 | +$29.6M | |
| 4 |
Coca-Cola
KO
|
+$29.6M |
| 5 |
Starbucks
SBUX
|
+$29.6M |
Sector Composition
| 1 | Financials | 37.96% |
| 2 | Real Estate | 21% |
| 3 | Consumer Discretionary | 8.75% |
| 4 | Industrials | 7.4% |
| 5 | Consumer Staples | 5.64% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
VanEck Oil Services ETF
OIH
$948M
| – | – |
-13,000
|
|
||
652
Ovintiv
OVV
$9.29B
| – | – |
-160,000
|
|