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
$199M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.17M
3
+$3.43M
4
SHW icon
Sherwin-Williams
SHW
+$2.73M
5
LDOS icon
Leidos
LDOS
+$2.28M

Top Sells

1
+$4.68M
2
+$4.45M
3
+$4.37M
4
DT icon
Dynatrace
DT
+$3.92M
5
NOW icon
ServiceNow
NOW
+$3M

Sector Composition

1 Technology 29.74%
2 Consumer Discretionary 20.24%
3 Communication Services 18.57%
4 Financials 18.33%
5 Consumer Staples 5.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 1.25%
60,000
27
$2.42M 1.22%
10,000
28
$2.4M 1.21%
10,000
29
$2.4M 1.21%
20,175
+1,845
30
$2.28M 1.15%
+22,525
31
$2.22M 1.12%
15,000
32
$2.18M 1.1%
+10,000
33
$2.17M 1.09%
5,980
+370
34
$1.89M 0.95%
13,030
-890
35
$1.85M 0.93%
12,000
36
$1.77M 0.89%
25,000
37
$1.75M 0.88%
12,095
-5,063
38
$1.72M 0.87%
+7,370
39
$1.7M 0.86%
25,000
40
$1.69M 0.85%
+24,420
41
$1.68M 0.85%
70,000
42
$1.64M 0.82%
40,000
+10,000
43
$1.56M 0.79%
30,000
+12,500
44
$1.48M 0.74%
20,265
+3,525
45
$1.47M 0.74%
+10,000
46
$1.37M 0.69%
+83,180
47
$1.35M 0.68%
+5,145
48
$1.18M 0.59%
4,925
-4,590
49
$1.17M 0.59%
+3,970
50
$1.06M 0.54%
18,000
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