John Armitage - Egerton Capital UK Portfolio
| Period Date | Mar 31, 2025 | |
| Filing Date | May 06, 2025 | |
| Total Stocks | 27 | |
| Portfolio Value | $8.67B |
Egerton Capital UK Portfolio Allocation
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 36.83% | |
| Technology | 13.15% | |
| Industrials | 11.46% | |
| Consumer Cyclical | 9.27% | |
| Communication Services | 7.94% | |
| Healthcare | 4.70% | |
| Real Estate | 1.02% | |
| Basic Materials | 0.91% | |