LT
Lindsell Train Portfolio holdings
AUM
$4.08B
1-Year Est. Return
12.37%
1 Year Est. Return
+12.37%
AUM
$4.08B
AUM Growth
-$167M
(-3.9%)
Holding
29
Top Buys
| 1 | +$50M | |
| 2 | +$1.13M | |
| 3 | +$332K | |
| 4 |
S&P Global
SPGI
|
+$292K |
| 5 |
Brown-Forman Class A
BF.A
|
+$253K |
Top Sells
| 1 | +$75.4M | |
| 2 | +$44.2M | |
| 3 | +$42.5M | |
| 4 |
Walt Disney
DIS
|
+$41.4M |
| 5 |
Intuit
INTU
|
+$36.9M |
Sector Composition
| 1 | Communication Services | 40.07% |
| 2 | Technology | 18.54% |
| 3 | Consumer Staples | 18.29% |
| 4 | Healthcare | 9.73% |
| 5 | Financials | 7.7% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$304B
| $1.23M | 0.03% |
18,500
-500
|
|
||
27
Colgate-Palmolive
CL
$63.5B
| $1.2M | 0.03% |
15,000
|
|
||
28
Madison Square Garden
MSGS
$5.34B
| $749K | 0.02% |
3,300
|
|
||
29
Hershey
HSY
$37.1B
| – | – |
-5,100
|
|