LP

Longview Partners Portfolio holdings

AUM $9.58B
1-Year Est. Return 8.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.74%
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 +$148M
2 +$108M
3 +$34.8M
4
TFC icon
Truist Financial
TFC
+$31.9M
5
BK icon
Bank of New York Mellon
BK
+$14.5M

Top Sells

1 +$341M
2 +$39M
3 +$19.6M
4
TMO icon
Thermo Fisher Scientific
TMO
+$16.5M
5
PGR icon
Progressive
PGR
+$16M

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