LCP
Longbow Capital Partners Portfolio holdings
AUM
$378K
This Quarter Return
+4.29%
1 Year Return
+74.15%
3 Year Return
+170.78%
5 Year Return
–
10 Year Return
–
AUM
$34.4M
AUM Growth
+$34.4M
(-7.3%)
Cap. Flow
-$3.42M
Cap. Flow
% of AUM
-9.95%
Top 10 Holdings %
Top 10 Hldgs %
82.37%
Holding
32
New
10
Increased
4
Reduced
5
Closed
13
Top Buys
| 1 |
NiSource
NI
|
$4.49M |
| 2 |
Pinnacle West Capital
PNW
|
$1.87M |
| 3 |
Ameren
AEE
|
$1.51M |
| 4 |
SJI
South Jersey Industries, Inc.
SJI
|
$1.16M |
| 5 |
American Electric Power
AEP
|
$1.05M |
Top Sells
| 1 |
PEGI
Pattern Energy Group Inc. Class A
PEGI
|
$3.17M |
| 2 |
WEC Energy
WEC
|
$3.1M |
| 3 |
SEMG
SEMGROUP CORPORATION
SEMG
|
$1.48M |
| 4 |
STR
QUESTAR CORP
STR
|
$1.32M |
| 5 |
CenterPoint Energy
CNP
|
$1.24M |
Sector Composition
| 1 | Utilities | 79.46% |
| 2 | Energy | 17.19% |
| 3 | Materials | 1.83% |
| 4 | Industrials | 1.19% |
| 5 | Technology | 0% |