LDFO

Louis-Dreyfus Family Office Portfolio holdings

AUM $64.7M
1-Year Est. Return 21.08%
This Quarter Est. Return
1 Year Est. Return
-21.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$83.6M
AUM Growth
+$1.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.42M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.5%
2 Technology 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.8M 46.42%
649,796
+43,226
2
$36.9M 44.15%
365,773
+14,020
3
$6.27M 7.5%
72,004
4
$1M 1.2%
15,024
5
$602K 0.72%
27,000