LCP

Longbow Capital Partners Portfolio holdings

AUM $378K
1-Year Est. Return 74.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+74.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$11.4M
3
+$11.1M
4
PWR icon
Quanta Services
PWR
+$7.85M
5
EIX icon
Edison International
EIX
+$5.13M

Top Sells

1
+$7.32M
2
+$6.33M
3
+$5.26M
4
MTOR
MERITOR, Inc.
MTOR
+$4.91M
5
EXP icon
Eagle Materials
EXP
+$4.05M

Sector Composition

1 Utilities 38.11%
2 Industrials 28.77%
3 Materials 13.79%
4 Energy 12.99%
5 Communication Services 3.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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54
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55
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56
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57
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0
58
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59
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60
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61
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-36,113
62
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-28,059
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3