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
$543M
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1 +$17.4M
2 +$17.3M
3 +$16.1M
4
PM icon
Philip Morris
PM
+$14.7M
5
PEP icon
PepsiCo
PEP
+$12.6M

Top Sells

1 +$16.3M
2 +$15.9M
3 +$13.1M
4
SAIA icon
Saia
SAIA
+$12.3M
5
WCC icon
WESCO International
WCC
+$10.8M

Sector Composition

1 Consumer Staples 35.49%
2 Consumer Discretionary 19.17%
3 Industrials 18.1%
4 Real Estate 6.91%
5 Financials 5.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$152K 0.02%
+21,873
202
$148K 0.02%
+11,190
203
$143K 0.02%
+16,939
204
$129K 0.01%
+10,575
205
$124K 0.01%
+22,920
206
$121K 0.01%
+20,746
207
$108K 0.01%
+31,418
208
$107K 0.01%
+14,214
209
$106K 0.01%
+15,076
210
$101K 0.01%
+10,065
211
$96.6K 0.01%
+14,178
212
$91.8K 0.01%
+17,319
213
$89.4K 0.01%
+30,918
214
$86.5K 0.01%
+20,550
215
$85.8K 0.01%
+10,130
216
$85.6K 0.01%
+16,560
217
$82.9K 0.01%
+16,088
218
$82.2K 0.01%
+39,330
219
$73.8K 0.01%
+14,662
220
$71.3K 0.01%
+11,684
221
$71.1K 0.01%
+15,496
222
$69.1K 0.01%
+16,377
223
$67.4K 0.01%
+16,928
224
$66.7K 0.01%
+13,075
225
$66.2K 0.01%
+10,026