LCM

LCM Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$403K
2
+$232K
3
+$213K
4
NEE icon
NextEra Energy
NEE
+$204K
5
SHOP icon
Shopify
SHOP
+$201K

Top Sells

1
+$750K
2
+$609K
3
+$364K
4
LLY icon
Eli Lilly
LLY
+$349K
5
NVO icon
Novo Nordisk
NVO
+$269K

Sector Composition

1 Technology 28.64%
2 Communication Services 5.03%
3 Consumer Discretionary 4.7%
4 Consumer Staples 4.54%
5 Healthcare 3.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBIT icon
26
iShares Bitcoin Trust
IBIT
$87.1B
$1.32M 0.63%
20,280
-3,260
QCOM icon
27
Qualcomm
QCOM
$196B
$1.27M 0.61%
7,658
-10
XOM icon
28
Exxon Mobil
XOM
$491B
$1.25M 0.6%
11,090
+20
JPM icon
29
JPMorgan Chase
JPM
$831B
$1.21M 0.58%
3,847
YUM icon
30
Yum! Brands
YUM
$39.3B
$1.2M 0.58%
7,911
-18
PEP icon
31
PepsiCo
PEP
$205B
$1.09M 0.52%
7,753
CSCO icon
32
Cisco
CSCO
$286B
$1.08M 0.52%
15,723
-67
GILD icon
33
Gilead Sciences
GILD
$147B
$1.07M 0.52%
9,680
-27
TMO icon
34
Thermo Fisher Scientific
TMO
$211B
$986K 0.47%
2,032
+1
DIS icon
35
Walt Disney
DIS
$201B
$977K 0.47%
8,533
+19
CRM icon
36
Salesforce
CRM
$243B
$967K 0.46%
4,082
-101
UL icon
37
Unilever
UL
$152B
$964K 0.46%
16,255
-23
ADBE icon
38
Adobe
ADBE
$151B
$944K 0.45%
2,675
-79
EMR icon
39
Emerson Electric
EMR
$75.8B
$925K 0.44%
7,054
MCD icon
40
McDonald's
MCD
$219B
$907K 0.43%
2,984
-12
PG icon
41
Procter & Gamble
PG
$354B
$899K 0.43%
5,854
+2
GOOG icon
42
Alphabet (Google) Class C
GOOG
$3.25T
$837K 0.4%
3,438
-2
ASML icon
43
ASML
ASML
$409B
$794K 0.38%
820
-5
TSLA icon
44
Tesla
TSLA
$1.53T
$766K 0.37%
1,722
+147
AMRN
45
Amarin Corp
AMRN
$390M
$700K 0.34%
42,762
-149
CL icon
46
Colgate-Palmolive
CL
$62.4B
$652K 0.31%
8,153
+1
AZO icon
47
AutoZone
AZO
$63.9B
$609K 0.29%
142
TSM icon
48
TSMC
TSM
$1.56T
$606K 0.29%
2,169
ADP icon
49
Automatic Data Processing
ADP
$114B
$569K 0.27%
1,939
SAP icon
50
SAP
SAP
$315B
$550K 0.26%
2,058
-8
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