LCM
LCM Capital Management Portfolio holdings
AUM
$199M
1-Year Est. Return
27.78%
This Fund
S&P 500
1 Year Est. Return
+27.78%
AUM
$199M
AUM Growth
-$7.6M
(-3.7%)
Holding
116
Top Buys
| 1 | +$234K | |
| 2 | +$216K | |
| 3 | +$201K | |
| 4 |
iShares Russell 2000 ETF
IWM
|
+$152K |
| 5 |
NVIDIA
NVDA
|
+$143K |
Top Sells
| 1 | +$1.35M | |
| 2 | +$285K | |
| 3 | +$261K | |
| 4 |
PayPal
PYPL
|
+$211K |
| 5 |
Incyte
INCY
|
+$206K |
Sector Composition
| 1 | Technology | 25.57% |
| 2 | Communication Services | 5.26% |
| 3 | Consumer Staples | 4.97% |
| 4 | Consumer Discretionary | 4.56% |
| 5 | Healthcare | 4.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Yum! Brands
YUM
$42.9B
| $1.24M | 0.62% |
7,957
+59
|
|
||
27
Gilead Sciences
GILD
$159B
| $1.23M | 0.62% |
8,828
+58
|
|
||
28
Cisco
CSCO
$349B
| $1.15M | 0.57% |
14,768
-122
|
|
||
29
JPMorgan Chase
JPM
$835B
| $1.14M | 0.57% |
3,880
+58
|
|
||
30
PepsiCo
PEP
$211B
| $1.14M | 0.57% |
7,333
+68
|
|
||
31
Strategy Inc
MSTR
$59B
| $1.02M | 0.51% |
8,139
|
|
||
32
Qualcomm
QCOM
$160B
| $991K | 0.5% |
7,697
+55
|
|
||
33
Alphabet (Google) Class C
GOOG
$4.22T
| $985K | 0.49% |
3,434
|
|
||
34
Thermo Fisher Scientific
TMO
$174B
| $932K | 0.47% |
1,896
+23
|
|
||
35
McDonald's
MCD
$206B
| $930K | 0.47% |
2,991
+17
|
|
||
36
Emerson Electric
EMR
$79.5B
| $927K | 0.47% |
7,073
+34
|
|
||
37
Walt Disney
DIS
$181B
| $784K | 0.39% |
8,134
+95
|
|
||
38
Unilever
UL
$126B
| $779K | 0.39% |
13,672
+146
|
|
||
39
ASML
ASML
$552B
| $765K | 0.38% |
579
+9
|
|
||
40
Procter & Gamble
PG
$345B
| $743K | 0.37% |
5,143
-369
|
|
||
41
TSMC
TSM
$2.1T
| $735K | 0.37% |
2,175
|
|
||
42
Salesforce
CRM
$147B
| $723K | 0.36% |
3,875
+50
|
|
||
43
Colgate-Palmolive
CL
$67.5B
| $662K | 0.33% |
7,769
+76
|
|
||
44
Corning
GLW
$144B
| $661K | 0.33% |
4,861
-230
|
|
||
45
Tesla
TSLA
$1.42T
| $641K | 0.32% |
1,725
-19
|
|
||
|
AMRN
46
Amarin Corp
AMRN
$292M
| $628K | 0.32% |
43,462
+1,200
|
|
||
47
Adobe
ADBE
$96.7B
| $610K | 0.31% |
2,508
+24
|
|
||
48
Nokia
NOK
$60.1B
| $552K | 0.28% |
68,711
+257
|
|
||
49
Bristol-Myers Squibb
BMY
$118B
| $539K | 0.27% |
8,885
+40
|
|
||
50
Vertex Pharmaceuticals
VRTX
$108B
| $517K | 0.26% |
1,158
+23
|
|