LT

Lindsell Train Portfolio holdings

AUM $4.08B
1-Year Est. Return 12.37%
This Quarter Est. Return
1 Year Est. Return
+12.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.61B
AUM Growth
-$387M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$50.5M
2 +$2.82M
3 +$853K

Top Sells

1 +$162M
2 +$36.5M
3 +$28.1M
4
EBAY icon
eBay
EBAY
+$18.7M
5
INTU icon
Intuit
INTU
+$17.6M

Sector Composition

1 Communication Services 27.97%
2 Consumer Staples 25.65%
3 Technology 24.96%
4 Financials 7.9%
5 Healthcare 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$952K 0.03%
14,425
27
$872K 0.02%
5,100
28
$853K 0.02%
+12,150
29
$643K 0.02%
3,300
30
-17,750