LT

Lindsell Train Portfolio holdings

AUM $4.24B
1-Year Est. Return 19.63%
This Quarter Est. Return
1 Year Est. Return
+19.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$7.1B
AUM Growth
+$210M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$94M
2 +$58.4M
3 +$35.8M
4
INTU icon
Intuit
INTU
+$7.2M
5
BF.A icon
Brown-Forman Class A
BF.A
+$4.8M

Top Sells

1 +$92M
2 +$45M
3 +$12.6M
4
MANU icon
Manchester United
MANU
+$629K

Sector Composition

1 Consumer Staples 40.25%
2 Communication Services 24.58%
3 Financials 14.85%
4 Technology 12.27%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$807K 0.01%
5,100
27
$592K 0.01%
3,300