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
$5.26B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$8.88M
2 +$2.18M
3 +$172K
4
EL icon
Estee Lauder
EL
+$155K

Top Sells

1 +$56.8M
2 +$41.9M
3 +$29.2M
4
INTU icon
Intuit
INTU
+$22.1M
5
PYPL icon
PayPal
PYPL
+$4.42M

Sector Composition

1 Consumer Staples 41.63%
2 Communication Services 23.61%
3 Technology 21.38%
4 Financials 7.29%
5 Consumer Discretionary 6.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.05M 0.02%
9,600
27
$1.01M 0.02%
3,010
+510
28
$942K 0.02%
5,600
29
$605K 0.01%
3,300