LT
Lindsell Train Portfolio holdings
AUM
$3.94B
1-Year Est. Return
19.61%
This Fund
S&P 500
1 Year Est. Return
+19.61%
AUM
$3.94B
AUM Growth
-$133M
(-3.3%)
Holding
28
Top Buys
| 1 | +$272K | |
| 2 | +$148K | |
| 3 | +$110K | |
| 4 |
Equifax
EFX
|
+$109K |
Top Sells
| 1 | +$72.4M | |
| 2 | +$58.7M | |
| 3 | +$41.6M | |
| 4 |
eBay
EBAY
|
+$32.5M |
| 5 |
Mondelez International
MDLZ
|
+$31.6M |
Sector Composition
| 1 | Communication Services | 43.04% |
| 2 | Technology | 19.63% |
| 3 | Consumer Staples | 15.69% |
| 4 | Healthcare | 10.13% |
| 5 | Financials | 6.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Coca-Cola
KO
$326B
| $1.19M | 0.03% |
17,000
-1,500
|
|
||
27
Colgate-Palmolive
CL
$68.8B
| $1.15M | 0.03% |
14,600
-400
|
|
||
28
Madison Square Garden
MSGS
$8.09B
| $854K | 0.02% |
3,300
|
|