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
101
-50,000
102
-100,000