LCP

Longbow Capital Partners Portfolio holdings

AUM $378K
1-Year Est. Return 74.15%
This Quarter Est. Return
1 Year Est. Return
+74.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$184M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$14.9M
3
+$13.9M
4
NRG icon
NRG Energy
NRG
+$13.8M
5
URI icon
United Rentals
URI
+$13.2M

Top Sells

No sells this quarter

Sector Composition

1 Utilities 33.32%
2 Industrials 22.06%
3 Energy 20.36%
4 Materials 11.72%
5 Technology 3.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
0
52
– –
0
53
– –
0
54
– –
0
1 2
3