LCH
Lee Capital Holdings Portfolio holdings
AUM
$62.1M
1-Year Return
19.93%
This Quarter Return
+9.25%
1 Year Return
-19.93%
3 Year Return
+35.03%
5 Year Return
–
10 Year Return
–
AUM
$199M
AUM Growth
-$20.1M
(-9.2%)
Cap. Flow
-$38.4M
Cap. Flow
% of AUM
-19.32%
Top 10 Holdings %
Top 10 Hldgs %
48.19%
Holding
102
New
12
Increased
9
Reduced
12
Closed
45
Top Buys
| 1 |
Fiserv
FI
|
$4.44M |
| 2 |
Workday
WDAY
|
$4.17M |
| 3 |
Mastercard
MA
|
$3.43M |
| 4 |
Sherwin-Williams
SHW
|
$2.73M |
| 5 |
Leidos
LDOS
|
$2.28M |
Top Sells
| 1 |
Tesla
TSLA
|
$4.68M |
| 2 |
PayPal
PYPL
|
$4.45M |
| 3 |
Pegasystems
PEGA
|
$4.37M |
| 4 |
Dynatrace
DT
|
$3.92M |
| 5 |
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% |
