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
$192M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$436K
2
+$365K
3
+$294K
4
PWR icon
Quanta Services
PWR
+$292K
5
MRVL icon
Marvell Technology
MRVL
+$245K

Top Sells

1
+$274K
2
+$136K
3
+$93.3K
4
AMZN icon
Amazon
AMZN
+$63.6K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$26.8K

Sector Composition

1 Technology 27.96%
2 Consumer Staples 4.98%
3 Communication Services 4.84%
4 Consumer Discretionary 4.78%
5 Healthcare 3.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QCOM icon
26
Qualcomm
QCOM
$195B
$1.22M 0.63%
7,668
+8
CVX icon
27
Chevron
CVX
$311B
$1.22M 0.63%
8,502
+33
XOM icon
28
Exxon Mobil
XOM
$490B
$1.19M 0.62%
11,070
+152
YUM icon
29
Yum! Brands
YUM
$39.2B
$1.17M 0.61%
7,929
+17
CRM icon
30
Salesforce
CRM
$242B
$1.14M 0.59%
4,183
+19
JPM icon
31
JPMorgan Chase
JPM
$831B
$1.12M 0.58%
3,847
+36
CSCO icon
32
Cisco
CSCO
$287B
$1.1M 0.57%
15,790
+11
GILD icon
33
Gilead Sciences
GILD
$146B
$1.08M 0.56%
9,707
+56
ADBE icon
34
Adobe
ADBE
$151B
$1.07M 0.55%
2,754
DIS icon
35
Walt Disney
DIS
$201B
$1.06M 0.55%
8,514
-9
PEP icon
36
PepsiCo
PEP
$205B
$1.02M 0.53%
7,753
+33
UL icon
37
Unilever
UL
$152B
$996K 0.52%
16,278
+20
EMR icon
38
Emerson Electric
EMR
$75.7B
$940K 0.49%
7,054
+64
PG icon
39
Procter & Gamble
PG
$354B
$932K 0.48%
5,852
-5
MCD icon
40
McDonald's
MCD
$219B
$875K 0.45%
2,996
+20
TMO icon
41
Thermo Fisher Scientific
TMO
$211B
$824K 0.43%
2,031
+5
CL icon
42
Colgate-Palmolive
CL
$62.3B
$741K 0.39%
8,152
+35
AMRN
43
Amarin Corp
AMRN
$392M
$696K 0.36%
42,911
-2
ASML icon
44
ASML
ASML
$409B
$661K 0.34%
825
-14
SAP icon
45
SAP
SAP
$315B
$628K 0.33%
2,066
-8
GOOG icon
46
Alphabet (Google) Class C
GOOG
$3.25T
$610K 0.32%
3,440
+93
ADP icon
47
Automatic Data Processing
ADP
$113B
$598K 0.31%
1,939
-28
NFLX icon
48
Netflix
NFLX
$467B
$560K 0.29%
418
-9
AZO icon
49
AutoZone
AZO
$63.4B
$527K 0.27%
142
VRTX icon
50
Vertex Pharmaceuticals
VRTX
$108B
$511K 0.27%
1,148
+4
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