LP

LMR Partners Portfolio holdings

AUM $10.4B
1-Year Est. Return 56.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+56.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$651M
AUM Growth
-$402M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
464
New
Increased
Reduced
Closed

Top Buys

1
+$33.6M
2
+$21.6M
3
+$20.9M
4
UNH icon
UnitedHealth
UNH
+$20.3M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$20.1M

Top Sells

1
+$102M
2
+$94.1M
3
+$24.6M
4
GE icon
GE Aerospace
GE
+$17.7M
5
BHP icon
BHP
BHP
+$16.7M

Sector Composition

1 Financials 21.75%
2 Consumer Discretionary 15.65%
3 Technology 14.4%
4 Healthcare 12.82%
5 Communication Services 7.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
– –
-15,854
452
– –
-12,060
453
– –
-5,857
454
– –
-18,003
455
– –
-19,855
456
– –
-104,261
457
– –
-67,496
458
– –
-116,000
459
– –
-99,203
460
– –
-61,421
461
– –
-2,623
462
– –
-8,422
463
– –
-200,000
15 16 17 18
19