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
$7.24B
AUM Growth
-$491M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$6.19M

Top Sells

1 +$170M
2 +$54.4M
3 +$45.1M
4
MDLZ icon
Mondelez International
MDLZ
+$17.5M
5
DIS icon
Walt Disney
DIS
+$16.9M

Sector Composition

1 Consumer Staples 38.27%
2 Communication Services 24.6%
3 Financials 14.54%
4 Technology 13.71%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$863K 0.01%
5,100
27
$614K 0.01%
3,300