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LCM
Leonard Capital Management Portfolio holdings
AUM
$5.25M
This Fund
S&P 500
This Quarter
Est. Return
+4.43%
1 Year Est. Return
–
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$262M
AUM Growth
–
Cap. Flow
+$260M
Cap. Flow
% of AUM
99.23%
Top 10 Holdings %
Top 10 Hldgs %
17.89%
Holding
140
New
140
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$6.38M |
| 2 |
Astec Industries
ASTE
|
+$5.08M |
| 3 |
Apple
AAPL
|
+$4.74M |
| 4 |
State Street SPDR S&P Homebuilders ETF
XHB
|
+$4.7M |
| 5 |
Corning
GLW
|
+$4.68M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 21.39% |
| 2 | Industrials | 14.69% |
| 3 | Healthcare | 10.18% |
| 4 | Energy | 10.01% |
| 5 | Consumer Discretionary | 9.66% |
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Leonard Capital Management's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for Leonard Capital Management, which disclosed 140 positions worth $262M. Its ten largest holdings account for 18% of the portfolio.
Its largest position is Microsoft: 194,810 shares worth $6.73M.
By sector, the portfolio is most concentrated in Technology at 21% of assets, followed by Industrials and Healthcare.
- Leonard Capital Management's largest Q2 2013 buy was Microsoft: 194,810 shares worth $6.73M.
- Leonard Capital Management's ten largest holdings make up 18% of its $262M portfolio in Q2 2013.
- Leonard Capital Management disclosed 140 positions in Q2 2013, its first 13F filing on record.
Based on Leonard Capital Management's 13F filing for Q2 2013, filed 14 Aug 2013.