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
$17.3B
AUM Growth
+$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$578M
2 +$295M
3 +$167M
4
PH icon
Parker-Hannifin
PH
+$57.9M
5
PGR icon
Progressive
PGR
+$45.6M

Top Sells

1 +$316M
2 +$72.7M
3 +$16.7M

Sector Composition

1 Healthcare 28.21%
2 Financials 27.88%
3 Technology 18.7%
4 Industrials 15.03%
5 Consumer Discretionary 4.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$161M 0.93%
4,142,514
+626,708
27
$90.1M 0.52%
1,070,115
+57,268
28
$63.3M 0.37%
804,450
-4,018,969