LIP

Liontrust Investment Partners Portfolio holdings

AUM $6.74B
1-Year Est. Return 23.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.83%
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 +$99.7M
2 +$45.5M
3 +$27.3M
4
AVGO icon
Broadcom
AVGO
+$26.9M
5
SCHW icon
Charles Schwab
SCHW
+$25.3M

Top Sells

1 +$61.4M
2 +$42.6M
3 +$32.8M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.3M
5
WMS icon
Advanced Drainage Systems
WMS
+$25.8M

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
-125,394
227
-3,900