LAM

LECAP Asset Management Portfolio holdings

AUM $283M
1-Year Est. Return 4.19%
This Quarter Est. Return
1 Year Est. Return
+4.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
+$138K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
436
New
Increased
Reduced
Closed

Top Buys

1
+$4.61M
2
+$4.6M
3
+$4.56M
4
VRSK icon
Verisk Analytics
VRSK
+$4.54M
5
AME icon
Ametek
AME
+$4.18M

Top Sells

1
+$4.87M
2
+$4.8M
3
+$4.68M
4
CSX icon
CSX Corp
CSX
+$4.51M
5
V icon
Visa
V
+$4.46M

Sector Composition

1 Technology 24.97%
2 Industrials 18.22%
3 Healthcare 14.99%
4 Consumer Discretionary 12.98%
5 Financials 12.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.44M 0.31%
+8,289
127
$1.44M 0.31%
+20,462
128
$1.42M 0.31%
+14,764
129
$1.41M 0.3%
4,875
+2,631
130
$1.41M 0.3%
49,884
-20,311
131
$1.41M 0.3%
6,666
-4,531
132
$1.39M 0.3%
19,305
-5,695
133
$1.38M 0.3%
+13,283
134
$1.37M 0.3%
+35,690
135
$1.36M 0.29%
5,380
+644
136
$1.36M 0.29%
9,786
-2,969
137
$1.33M 0.29%
21,363
-2,329
138
$1.31M 0.28%
34,500
+16,855
139
$1.3M 0.28%
+13,472
140
$1.29M 0.28%
21,645
-8,926
141
$1.29M 0.28%
23,097
-1,584
142
$1.27M 0.27%
+12,990
143
$1.27M 0.27%
1,634
-3,136
144
$1.25M 0.27%
16,562
+10,697
145
$1.23M 0.27%
+26,134
146
$1.23M 0.27%
+18,401
147
$1.2M 0.26%
+28,144
148
$1.19M 0.26%
+6,008
149
$1.18M 0.25%
13,486
-5,154
150
$1.17M 0.25%
+119
4 5
6
7 8