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
51
$409K 0.33%
2,993
52
$392K 0.32%
5,660
53
$386K 0.31%
4,633
54
$367K 0.3%
7,197
+315
55
$365K 0.29%
1,803
56
$364K 0.29%
3,329
+1,719
57
$333K 0.27%
2,502
+23
58
$315K 0.25%
5,274
59
$312K 0.25%
1,629
-50
60
$311K 0.25%
2,570
-25
61
$307K 0.25%
150
62
$307K 0.25%
3,954
+83
63
$304K 0.25%
22,400
64
$298K 0.24%
1,310
65
$295K 0.24%
6,430
+100
66
$295K 0.24%
+17,470
67
$293K 0.24%
3,472
68
$289K 0.23%
3,989
+44
69
$279K 0.23%
15,628
+1,014
70
$274K 0.22%
3,013
+54
71
$268K 0.22%
747
72
$264K 0.21%
395
+14
73
$257K 0.21%
1,063
+17
74
$254K 0.2%
3,521
+44
75
$252K 0.2%
2,255
+29
1 2
3
4