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
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