LP

Longview Partners Portfolio holdings

AUM $9.57B
1-Year Est. Return 3.95%
This Quarter Est. Return
1 Year Est. Return
+3.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$15B
AUM Growth
+$376M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$158M
2 +$120M
3 +$38.2M
4
TFC icon
Truist Financial
TFC
+$32M
5
BK icon
Bank of New York Mellon
BK
+$14.7M

Top Sells

1 +$341M
2 +$39M
3 +$22M
4
PGR icon
Progressive
PGR
+$17.6M
5
TMO icon
Thermo Fisher Scientific
TMO
+$17.4M

Sector Composition

1 Technology 25.39%
2 Healthcare 22.84%
3 Financials 21.88%
4 Industrials 14.04%
5 Consumer Discretionary 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-10,351,123