LCP
Longbow Capital Partners Portfolio holdings
AUM
$378K
1-Year Return
74.15%
This Quarter Return
+9.98%
1 Year Return
+74.15%
3 Year Return
+170.78%
5 Year Return
–
10 Year Return
–
AUM
$141M
AUM Growth
+$30.5M
(+28%)
Cap. Flow
+$26.3M
Cap. Flow
% of AUM
18.65%
Top 10 Holdings %
Top 10 Hldgs %
69.71%
Holding
62
New
22
Increased
6
Reduced
12
Closed
18
Top Buys
| 1 |
KSU
Kansas City Southern
KSU
|
$14M |
| 2 |
NRG Energy
NRG
|
$12.6M |
| 3 |
Sempra
SRE
|
$11.5M |
| 4 |
Quanta Services
PWR
|
$8.68M |
| 5 |
Edison International
EIX
|
$5.83M |
Top Sells
| 1 |
Kirby Corp
KEX
|
$7.32M |
| 2 |
United Rentals
URI
|
$7.09M |
| 3 |
Arq
ARQ
|
$5M |
| 4 |
MTOR
MERITOR, Inc.
MTOR
|
$4.91M |
| 5 |
Eagle Materials
EXP
|
$4.36M |
Sector Composition
| 1 | Utilities | 38.11% |
| 2 | Industrials | 28.77% |
| 3 | Materials | 13.79% |
| 4 | Energy | 12.99% |
| 5 | Communication Services | 3.6% |