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
$5.1B
AUM Growth
-$1.25B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$58.1M
2 +$8.65M
3 +$2.19M
4
PYPL icon
PayPal
PYPL
+$1.05M
5
INTU icon
Intuit
INTU
+$887K

Top Sells

1 +$189M
2 +$114M
3 +$113M
4
EBAY icon
eBay
EBAY
+$30.5M

Sector Composition

1 Consumer Staples 44.01%
2 Communication Services 23.58%
3 Technology 18.46%
4 Financials 7.35%
5 Consumer Discretionary 6.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.1M 0.02%
5,100
27
$1.09M 0.02%
9,600
28
$915K 0.02%
2,500
29
$499K 0.01%
3,300