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
$1.37B
AUM Growth
-$313M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
440
New
Increased
Reduced
Closed

Top Buys

1 +$24.9M
2 +$20M
3 +$16.4M
4
KMB icon
Kimberly-Clark
KMB
+$16M
5
TGT icon
Target
TGT
+$14.8M

Top Sells

1 +$32M
2 +$27.5M
3 +$22.8M
4
CCEP icon
Coca-Cola Europacific Partners
CCEP
+$22.5M
5
MCD icon
McDonald's
MCD
+$22.5M

Sector Composition

1 Real Estate 24.14%
2 Consumer Staples 23.5%
3 Healthcare 10.89%
4 Consumer Discretionary 10.7%
5 Financials 9.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$1.31M 0.06%
+76,729
202
$1.28M 0.06%
+27,775
203
$1.27M 0.06%
+88,925
204
$1.25M 0.06%
+3,537
205
$1.23M 0.06%
+32,670
206
$1.2M 0.05%
+50,000
207
$1.16M 0.05%
+40,000
208
$1.13M 0.05%
+30,746
209
$1.13M 0.05%
+18,728
210
$1.13M 0.05%
+52,199
211
$1.12M 0.05%
+4,500
212
$1.1M 0.05%
+40,000
213
$1.09M 0.05%
+31,085
214
$1.04M 0.05%
+313,134
215
$1.04M 0.05%
10,903
-2,594
216
$1.02M 0.05%
+28,010
217
$999K 0.05%
+6,929
218
$988K 0.04%
23,217
+15,689
219
$982K 0.04%
+27,425
220
$975K 0.04%
21,175
-55,428
221
$960K 0.04%
12,351
-67,619
222
$937K 0.04%
6,370
-3,443
223
$904K 0.04%
+22,433
224
$879K 0.04%
6,000
-188,000
225
$842K 0.04%
+72,857