LCM
Lazari Capital Management Portfolio holdings
AUM
$287M
1-Year Est. Return
28.24%
This Fund
S&P 500
1 Year Est. Return
+28.24%
AUM
$287M
AUM Growth
-$10.2M
(-3.4%)
Holding
180
Top Buys
| 1 | +$1.19M | |
| 2 | +$764K | |
| 3 | +$695K | |
| 4 |
Diageo
DEO
|
+$558K |
| 5 |
Microsoft
MSFT
|
+$482K |
Top Sells
| 1 | +$1.24M | |
| 2 | +$627K | |
| 3 | +$601K | |
| 4 |
Exxon Mobil
XOM
|
+$566K |
| 5 |
BP
BP
|
+$474K |
Sector Composition
| 1 | Technology | 31.47% |
| 2 | Communication Services | 17.83% |
| 3 | Consumer Discretionary | 10.68% |
| 4 | Financials | 6.69% |
| 5 | Energy | 6.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Mueller Industries
MLI
$14.7B
| – | – |
-1,754
|
|
||
177
MetLife
MET
$51.8B
| – | – |
-2,641
|
|
||
178
iShares Russell 1000 Growth ETF
IWF
$31.4B
| – | – |
-437
|
|
||
179
Boston Properties
BXP
$9.42B
| – | – |
-4,718
|
|
||
180
Blackstone
BX
$155B
| – | – |
-1,566
|
|