LP

Longview Partners Portfolio holdings

AUM $11.6B
1-Year Est. Return 12.46%
This Quarter Est. Return
1 Year Est. Return
+12.46%
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
1
$832M 5.45%
6,985,603
-381,100
2
$771M 5.05%
2,541,230
-61,602
3
$751M 4.92%
2,204,162
-55,050
4
$737M 4.83%
272,985
-6,734
5
$714M 4.68%
5,967,751
-148,790
6
$653M 4.28%
7,702,867
-191,200
7
$644M 4.22%
5,105,788
-129,100
8
$639M 4.18%
1,836,736
-45,630
9
$630M 4.13%
1,825,402
-15,820
10
$624M 4.08%
3,316,120
-80,690
11
$619M 4.05%
2,753,819
+45,909
12
$618M 4.05%
1,285,067
+153,840
13
$617M 4.04%
1,538,395
-38,390
14
$615M 4.03%
3,352,546
+203,008
15
$614M 4.02%
2,586,908
+44,735
16
$608M 3.99%
6,906,802
+12,810
17
$606M 3.97%
2,296,592
-56,160
18
$604M 3.96%
3,466,934
-82,830
19
$600M 3.93%
8,082,858
+784,549
20
$572M 3.75%
7,819,450
-92,400
21
$569M 3.72%
12,774,641
+315,031
22
$468M 3.07%
2,391,090
+317,953
23
$460M 3.01%
+2,710,691
24
$364M 2.39%
8,283,079
-202,900
25
$263M 1.72%
3,246,157
-4,017,513