LIP

Liontrust Investment Partners Portfolio holdings

AUM $6.99B
1-Year Est. Return 21.81%
This Quarter Est. Return
1 Year Est. Return
+21.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.26B
AUM Growth
-$690M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1 +$90.2M
2 +$43.3M
3 +$25.7M
4
FTNT icon
Fortinet
FTNT
+$24.2M
5
SCHW icon
Charles Schwab
SCHW
+$23M

Top Sells

1 +$60.8M
2 +$41.9M
3 +$31.9M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.6M
5
UNH icon
UnitedHealth
UNH
+$26.3M

Sector Composition

1 Technology 31.83%
2 Healthcare 18.34%
3 Financials 13.95%
4 Communication Services 8.33%
5 Consumer Discretionary 8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-54,442
227
-240,000