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LMR Partners Portfolio holdings
AUM
$45.4B
1-Year Est. Return
60.68%
This Fund
S&P 500
This Quarter
Est. Return
-1.16%
1 Year Est. Return
+60.68%
3 Year Est. Return
+183.94%
5 Year Est. Return
+215.13%
10 Year Est. Return
+663.15%
AUM
$974M
AUM Growth
$0
(0%)
Cap. Flow
-$557K
Cap. Flow
% of AUM
-0.06%
Top 10 Holdings %
Top 10 Hldgs %
42.93%
Holding
320
New
–
Increased
–
Reduced
2
Closed
–
Top Buys
No buys this quarter
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
FISV
Fiserv Inc
FISV
|
+$449K |
| 2 |
Brown-Forman Class B
BF.B
|
+$108K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 26.36% |
| 2 | Technology | 22.3% |
| 3 | Consumer Discretionary | 9.74% |
| 4 | Communication Services | 9.14% |
| 5 | Healthcare | 6.75% |
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LMR Partners's Q1 2018 Portfolio in Review
As of Q1 2018, LMR Partners held 320 positions worth $974M, unchanged from the previous quarter. Its ten largest holdings account for 43% of the portfolio.
Trading was light in Q1 2018: portfolio turnover was 0%. LMR Partners opened no new positions and made no exits, leaving the 320-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 26% of assets, unchanged from a quarter earlier, followed by Technology and Consumer Discretionary.
- LMR Partners's biggest Q1 2018 reduction was Fiserv Inc, cutting an estimated $449K.
- LMR Partners's ten largest holdings make up 43% of its $974M portfolio in Q1 2018.
- LMR Partners opened 0 new positions and closed 0 in Q1 2018.
- LMR Partners's portfolio value was unchanged quarter-over-quarter at $974M.
Based on LMR Partners's 13F filing for Q1 2018, filed 4 May 2018.