LCH
Lee Capital Holdings Portfolio holdings
AUM $62.1M
1-Year Return
19.93%
This Quarter Return
+5.68%
1 Year Return
-19.93%
3 Year Return
+35.03%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
–
Cap. Flow
+$141M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.42%
Holding
76
New
76
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amazon
AMZN
|
+$9.24M |
| 2 |
Microsoft
MSFT
|
+$5.61M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
+$5.03M |
| 4 |
Salesforce
CRM
|
+$4.87M |
| 5 |
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% |