LP

LMR Partners Portfolio holdings

AUM $7.75B
1-Year Est. Return 30.63%
This Quarter Est. Return
1 Year Est. Return
+30.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.02B
AUM Growth
+$1.87B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
694
New
Increased
Reduced
Closed

Top Buys

1
+$96.1M
2
+$79.7M
3
+$64.9M
4
CACC icon
Credit Acceptance
CACC
+$51.3M
5
MSFT icon
Microsoft
MSFT
+$34.3M

Top Sells

1
+$93.9M
2
+$44.1M
3
+$43.9M
4
RTX icon
RTX Corp
RTX
+$43.4M
5
SONY icon
Sony
SONY
+$42.1M

Sector Composition

1 Technology 9.18%
2 Financials 8.94%
3 Consumer Discretionary 6.97%
4 Healthcare 6.67%
5 Materials 3.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.06M 0.18%
+33,145
52
$6.96M 0.17%
+292,575
53
$6.79M 0.17%
+24,704
54
$6.63M 0.17%
+67,904
55
$6.51M 0.16%
+312,660
56
$6.45M 0.16%
104,640
+96,674
57
$6.33M 0.16%
+33,250
58
$6.33M 0.16%
+24,481
59
$6.28M 0.16%
+238,320
60
$6.1M 0.15%
+78,283
61
$6.04M 0.15%
1,546,213
-3,553,695
62
$5.98M 0.15%
+310,299
63
$5.94M 0.15%
+35,497
64
$5.87M 0.15%
76,302
+10,742
65
$5.85M 0.15%
+39,268
66
$5.76M 0.14%
+70,930
67
$5.64M 0.14%
+30,802
68
$5.58M 0.14%
+106,391
69
$5.23M 0.13%
+246,500
70
$5.19M 0.13%
153,341
+135,032
71
$5.18M 0.13%
+30,561
72
$5.16M 0.13%
203,352
-82,096
73
$5.14M 0.13%
+15,569
74
$5.14M 0.13%
+112,930
75
$5.08M 0.13%
+32,376
1 2
3
4 5