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
$129M
AUM Growth
+$10.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$271K
2
+$235K
3
+$234K
4
AMD icon
Advanced Micro Devices
AMD
+$232K
5
DEO icon
Diageo
DEO
+$229K

Top Sells

1
+$1.59M
2
+$542K
3
+$283K
4
YUMC icon
Yum China
YUMC
+$228K
5
BIIB icon
Biogen
BIIB
+$226K

Sector Composition

1 Technology 20.57%
2 Consumer Discretionary 5.95%
3 Consumer Staples 5.17%
4 Healthcare 5.12%
5 Communication Services 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$466K 0.36%
1,803
52
$461K 0.36%
2,770
+90
53
$396K 0.31%
4,633
54
$388K 0.3%
2,613
+16
55
$385K 0.3%
2,479
+77
56
$358K 0.28%
6,882
+139
57
$346K 0.27%
2,959
+130
58
$344K 0.27%
2,595
+22
59
$343K 0.27%
6,330
-43
60
$338K 0.26%
1,679
-10
61
$336K 0.26%
22,400
+3,600
62
$335K 0.26%
5,274
63
$332K 0.26%
3,871
+177
64
$332K 0.26%
4,932
-285
65
$316K 0.24%
1,310
66
$314K 0.24%
150
67
$303K 0.23%
381
+33
68
$292K 0.23%
3,472
69
$272K 0.21%
14,614
+275
70
$271K 0.21%
+3,945
71
$270K 0.21%
729
+45
72
$264K 0.2%
3,031
-21
73
$263K 0.2%
747
-1,539
74
$261K 0.2%
1,127
75
$261K 0.2%
9,230
-500
1 2
3
4