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LP

LMR Partners Portfolio holdings

AUM $10.9B
1-Year Est. Return 60.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+60.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.51B
AUM Growth
+$268M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,317
New
Increased
Reduced
Closed

Top Buys

1
+$77.4M
2
+$75.5M
3
+$53.8M
4
LPLA icon
LPL Financial
LPLA
+$52.1M
5
WFC icon
Wells Fargo
WFC
+$50.5M

Top Sells

1
+$121M
2
+$60M
3
+$42.5M
4
ZGN.WS
Ermenegildo Zegna N.V. Warrants, each whole warrant exercisable for one Ordinary Share at an exercise price of $11.50 per share
ZGN.WS
+$37.4M
5
LUNR icon
Intuitive Machines
LUNR
+$29M

Sector Composition

1 Financials 16.38%
2 Technology 10.67%
3 Energy 7.14%
4 Healthcare 5.36%
5 Utilities 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1126
– –
-139,164
1127
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-88,185
1128
– –
-120,000
1129
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-875
1130
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1131
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-26,758
1132
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1133
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-28,934
1134
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-12,346
1135
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-12,261
1136
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-159,989
1137
– –
-8,333
1138
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-5,136
1139
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-1,200,000
1140
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-16,104
1141
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0
1142
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-1,834
1143
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-151,283
1144
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1146
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1147
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-109,929
1148
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1149
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1150
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-28,595
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