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
$123M
AUM Growth
-$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$5.67M
2
+$3.2M
3
+$2.39M
4
NOW icon
ServiceNow
NOW
+$2.07M
5
ACN icon
Accenture
ACN
+$1.96M

Top Sells

1
+$6.63M
2
+$3.75M
3
+$3.29M
4
ZEN
ZENDESK INC
ZEN
+$2.93M
5
MCO icon
Moody's
MCO
+$2.87M

Sector Composition

1 Technology 35.73%
2 Financials 17.97%
3 Consumer Discretionary 17.89%
4 Communication Services 11.58%
5 Consumer Staples 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1.2%
15,000
+3,000
27
$1.49M 1.17%
+7,560
28
$1.48M 1.16%
18,000
+3,000
29
$1.44M 1.13%
20,674
-10,815
30
$1.44M 1.13%
10,000
31
$1.37M 1.07%
10,000
-5,000
32
$1.33M 1.04%
6,000
33
$1.32M 1.03%
33,457
+2,815
34
$1.27M 1%
+5,000
35
$1.25M 0.98%
70,000
36
$1.05M 0.83%
3,130
-4,535
37
$1.05M 0.82%
+5,000
38
$1M 0.78%
6,200
-3,800
39
$934K 0.73%
13,430
-7,576
40
$913K 0.72%
+9,705
41
$883K 0.69%
+32,500
42
$828K 0.65%
+27,000
43
$801K 0.63%
10,000
44
$791K 0.62%
+20,000
45
$735K 0.58%
+72,745
46
$688K 0.54%
+22,500
47
$321K 0.25%
+10,000
48
$320K 0.25%
+2,120
49
$273K 0.21%
+4,000
50
$250K 0.2%
+8,520
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