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
201
$2.26M 0.06%
+169,856
202
$2.24M 0.06%
+19,077
203
$2.23M 0.06%
112,639
-164,847
204
$2.23M 0.06%
+173,367
205
$2.22M 0.06%
+168,864
206
$2.16M 0.05%
+11,178
207
$2.15M 0.05%
+103,688
208
$2.14M 0.05%
+32,962
209
$2.13M 0.05%
+162,275
210
$2.12M 0.05%
+8,073
211
$2.12M 0.05%
+75,775
212
$2.12M 0.05%
+40,000
213
$2.1M 0.05%
24,015
+19,413
214
$2.1M 0.05%
+42,315
215
$2.09M 0.05%
20,000
216
$2.08M 0.05%
+135,299
217
$2.08M 0.05%
+26,268
218
$2.07M 0.05%
+4,689
219
$2.07M 0.05%
+23,162
220
$2.07M 0.05%
+183,021
221
$2.06M 0.05%
+337,458
222
$2.05M 0.05%
+22,896
223
$2.04M 0.05%
+65,387
224
$2.02M 0.05%
+200,000
225
$2.01M 0.05%
+17,602
7 8
9
10 11