LIP

Liontrust Investment Partners Portfolio holdings

AUM $6.84B
1-Year Est. Return 24.48%
This Quarter Est. Return
1 Year Est. Return
+24.48%
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
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