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
$21.1B
AUM Growth
+$2.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$972M
2 +$243M
3 +$217M
4
MDT icon
Medtronic
MDT
+$91.7M
5
IQV icon
IQVIA
IQV
+$56.1M

Top Sells

1 +$887M
2 +$300M
3 +$131M
4
GWW icon
W.W. Grainger
GWW
+$83.7M
5
ORCL icon
Oracle
ORCL
+$80.2M

Sector Composition

1 Financials 27.42%
2 Healthcare 23.33%
3 Technology 15.16%
4 Industrials 15.02%
5 Communication Services 11.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$148M 0.7%
3,336,157
-69,122
27
-5,010,929