LCH

Lee Capital Holdings Portfolio holdings

AUM $62.1M
1-Year Est. Return 19.93%
This Quarter Est. Return
1 Year Est. Return
-19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$9.24M
2
+$5.61M
3
+$5.03M
4
CRM icon
Salesforce
CRM
+$4.87M
5
PEGA icon
Pegasystems
PEGA
+$4.51M

Top Sells

No sells this quarter

Sector Composition

1 Technology 25.42%
2 Financials 19.01%
3 Consumer Discretionary 16.96%
4 Communication Services 11.08%
5 Industrials 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.49%
+9,000
27
$2M 1.42%
+69,000
28
$1.97M 1.39%
+10,000
29
$1.87M 1.32%
+26,068
30
$1.85M 1.31%
+10,000
31
$1.71M 1.21%
+35,777
32
$1.71M 1.21%
+46,280
33
$1.7M 1.2%
+33,050
34
$1.7M 1.2%
+10,360
35
$1.69M 1.19%
+10,000
36
$1.65M 1.16%
+100,000
37
$1.57M 1.11%
+20,732
38
$1.52M 1.08%
+13,172
39
$1.5M 1.06%
+140,000
40
$1.41M 1%
+50,000
41
$1.37M 0.97%
+15,410
42
$1.36M 0.96%
+7,000
43
$1.29M 0.91%
+13,018
44
$1.28M 0.91%
+24,700
45
$1.26M 0.89%
+21,697
46
$1.25M 0.88%
+38,244
47
$1.24M 0.88%
+60,000
48
$1.22M 0.86%
+600
49
$1.14M 0.8%
+17,000
50
$1.07M 0.76%
+20,000
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