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
$124M
AUM Growth
-$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$487K
2
+$295K
3
+$286K
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$228K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$220K

Top Sells

1
+$461K
2
+$223K
3
+$204K
4
DD icon
DuPont de Nemours
DD
+$200K
5
NMT icon
Nuveen Massachusetts Quality Municipal Income Fund
NMT
+$184K

Sector Composition

1 Technology 20.04%
2 Healthcare 5.55%
3 Consumer Discretionary 5.51%
4 Consumer Staples 5.42%
5 Communication Services 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$847K 0.68%
5,540
+518
27
$837K 0.68%
7,064
+90
28
$826K 0.67%
10,003
+124
29
$819K 0.66%
14,682
+81
30
$812K 0.65%
6,525
+3,912
31
$778K 0.63%
5,672
+99
32
$738K 0.6%
8,919
+336
33
$734K 0.59%
10,053
+57
34
$685K 0.55%
3,226
+42
35
$656K 0.53%
4,700
36
$652K 0.53%
14,303
+211
37
$650K 0.52%
2,628
+170
38
$622K 0.5%
13,485
+165
39
$618K 0.5%
6,304
+153
40
$549K 0.44%
11,072
+654
41
$540K 0.44%
7,119
+325
42
$533K 0.43%
4,609
-12
43
$530K 0.43%
7,562
+2,630
44
$521K 0.42%
7,690
+622
45
$521K 0.42%
3,823
46
$487K 0.39%
7,730
+360
47
$473K 0.38%
7,964
+330
48
$469K 0.38%
2,062
49
$450K 0.36%
2,025
-38
50
$442K 0.36%
32,180
-1,900
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