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
$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
EL icon
26
Estee Lauder
EL
$35.8B
$952K 0.03%
14,425
HSY icon
27
Hershey
HSY
$38.2B
$872K 0.02%
5,100
CP icon
28
Canadian Pacific Kansas City
CP
$70.8B
$853K 0.02%
+12,150
MSGS icon
29
Madison Square Garden
MSGS
$5.2B
$643K 0.02%
3,300
GOOG icon
30
Alphabet (Google) Class C
GOOG
$3.04T
– –
-17,750
1
2