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
$12.6B
AUM Growth
+$924M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$144M
2 +$99.6M
3 +$17M
4
MSFT icon
Microsoft
MSFT
+$11.5M
5
UNH icon
UnitedHealth
UNH
+$8.58M

Top Sells

1 +$435M
2 +$311M
3 +$99.6M
4
HCA icon
HCA Healthcare
HCA
+$6.87M
5
TJX icon
TJX Companies
TJX
+$6.48M

Sector Composition

1 Financials 29.43%
2 Healthcare 27.81%
3 Technology 17.02%
4 Consumer Discretionary 9.19%
5 Communication Services 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$115M 0.91%
206,590
-770,209
27
-4,109,967