LEP

Lee Equity Partners Portfolio holdings

AUM $71.1M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$52.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 31.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$125M 68.93%
6,906,054
2
$56.5M 31.07%
5,286,203