LP

LMR Partners Portfolio holdings

AUM $6.42B
1-Year Est. Return 24.38%
This Quarter Est. Return
1 Year Est. Return
+24.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$915K
AUM Growth
-$306M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
457
New
Increased
Reduced
Closed

Top Buys

1
+$249K
2
+$36.4K
3
+$25.2K
4
BAX icon
Baxter International
BAX
+$20.4K
5
CHTR icon
Charter Communications
CHTR
+$17.6K

Top Sells

1
+$28.9M
2
+$12.4M
3
+$8.43M
4
V icon
Visa
V
+$4.89M
5
META icon
Meta Platforms (Facebook)
META
+$3.43M

Sector Composition

1 Industrials 34.14%
2 Consumer Discretionary 10.59%
3 Healthcare 10.05%
4 Technology 9.82%
5 Communication Services 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$249K 27.2%
+26,435
2
$36.4K 3.98%
+460,793
3
$25.2K 2.75%
+132,073
4
$20.4K 2.22%
+495,415
5
$19.4K 2.12%
351,170
+183,615
6
$17.6K 1.92%
+87,000
7
$16.6K 1.82%
+91,000
8
$16.3K 1.79%
209,464
+201,025
9
$12.6K 1.38%
+155,841
10
$9.67K 1.06%
316,748
-81,414
11
$9.44K 1.03%
+228,900
12
$8.79K 0.96%
190,000
-250,999
13
$7.87K 0.86%
229,888
-164,092
14
$7.82K 0.85%
+106,511
15
$6.97K 0.76%
31,462
+12,321
16
$6.82K 0.75%
+77,994
17
$5.98K 0.65%
+217,689
18
$5.94K 0.65%
+134,176
19
$5.73K 0.63%
199,530
+142,185
20
$5.21K 0.57%
196,528
+87,670
21
$5.1K 0.56%
+70,000
22
$4.97K 0.54%
+46,514
23
$4.92K 0.54%
208,810
+166,807
24
$4.72K 0.52%
+35,794
25
$4.71K 0.51%
+170,644
1
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