LCH
Lee Capital Holdings Portfolio holdings
AUM $62.1M
1-Year Return
19.93%
This Quarter Return
+7.76%
1 Year Return
-19.93%
3 Year Return
+35.03%
5 Year Return
–
10 Year Return
–
AUM
$140M
AUM Growth
-$1.94M
(-1.4%)
Cap. Flow
-$11.8M
Cap. Flow
% of AUM
-8.48%
Top 10 Holdings %
Top 10 Hldgs %
34.09%
Holding
94
New
18
Increased
11
Reduced
23
Closed
13
Top Buys
| 1 |
Cognizant
CTSH
|
+$3.44M |
| 2 |
GoDaddy
GDDY
|
+$2.62M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$2.48M |
| 4 |
SS&C Technologies
SSNC
|
+$1.97M |
| 5 |
TSS
Total System Services, Inc.
TSS
|
+$1.88M |
Top Sells
| 1 |
Salesforce
CRM
|
+$4.4M |
| 2 |
Accenture
ACN
|
+$3.29M |
| 3 |
Fiserv
FI
|
+$3.24M |
| 4 |
FDC
First Data Corporation
FDC
|
+$2.45M |
| 5 |
Microsoft
MSFT
|
+$2.36M |
Sector Composition
| 1 | Technology | 21.44% |
| 2 | Financials | 18.98% |
| 3 | Consumer Discretionary | 18.58% |
| 4 | Communication Services | 11.85% |
| 5 | Industrials | 6.43% |
