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
$191M
AUM Growth
-$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$6.29M
2 +$3.01M
3 +$2.86M
4
OKTA icon
Okta
OKTA
+$2.65M
5
SPGI icon
S&P Global
SPGI
+$2.48M

Top Sells

1 +$6.51M
2 +$4.54M
3 +$4.13M
4
NOW icon
ServiceNow
NOW
+$4.05M
5
CSGP icon
CoStar Group
CSGP
+$3.19M

Sector Composition

1 Technology 29.5%
2 Consumer Discretionary 20.82%
3 Communication Services 19.42%
4 Financials 16.54%
5 Consumer Staples 6.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-5,145