John Armitage - Egerton Capital UK Portfolio Allocation (Sep 30, 2025)
As of Sep 30, 2025, the Egerton Capital UK portfolio managed by John Armitage was diversified across 8 sectors, according to the most recent SEC 13F filing dated Nov 12, 2025. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.
The Financial Services sector represents the largest share at 34.7% of total portfolio value, followed by Financial Services and ETF and Technology. Together, the top three sectors account for 66.1% of the portfolio, reflecting John Armitage's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.
| Sector | Percentage of portfolio (%) | |
|---|---|---|
| Financial Services | 34.68% | |
| ETF | 16.50% | |
| Technology | 14.88% | |
| Industrials | 13.96% | |
| Consumer Cyclical | 9.39% | |
| Healthcare | 5.47% | |
| Communication Services | 4.19% | |
| Real Estate | 0.93% | |