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
$11.7B
AUM Growth
-$1.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$550M
2 +$517M

Top Sells

1 +$160M
2 +$135M
3 +$126M
4
MRSH
Marsh
MRSH
+$121M
5
IQV icon
IQVIA
IQV
+$96.1M

Sector Composition

1 Financials 28.02%
2 Healthcare 25.24%
3 Technology 18.72%
4 Industrials 8%
5 Consumer Discretionary 7.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$220M 1.88%
8,307,729
-527,211
27
$218M 1.87%
2,084,531
-131,076