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
$15.3B
AUM Growth
+$1.09B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$460M
2 +$75.3M
3 +$73.9M
4
LHX icon
L3Harris
LHX
+$62.2M
5
SYY icon
Sysco
SYY
+$58.2M

Top Sells

1 +$326M
2 +$276M
3 +$45.4M
4
MSFT icon
Microsoft
MSFT
+$18.7M
5
HCA icon
HCA Healthcare
HCA
+$18.7M

Sector Composition

1 Financials 31.89%
2 Healthcare 22.83%
3 Technology 19.11%
4 Consumer Staples 9.33%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$75.3M 0.49%
+1,375,994
27
-2,136,426