LIP

Lighthouse Investment Partners Portfolio holdings

AUM $2.3B
1-Year Est. Return 18.81%
This Quarter Est. Return
1 Year Est. Return
+18.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$244M
AUM Growth
+$122M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$22.6M
2 +$20M
3 +$14.1M
4
SU icon
Suncor Energy
SU
+$12.3M
5
WSO icon
Watsco Inc
WSO
+$11.2M

Top Sells

1 +$5.42M
2 +$3.97M
3 +$3.94M
4
DOV icon
Dover
DOV
+$3.88M
5
UNP icon
Union Pacific
UNP
+$3.68M

Sector Composition

1 Industrials 74.53%
2 Consumer Discretionary 9.54%
3 Technology 5.3%
4 Energy 5.04%
5 Materials 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-25,075
77
-47,292
78
-46,800