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
VZ icon
76
Verizon
VZ
$166B
$305K 0.16%
7,045
+19
PYPL icon
77
PayPal
PYPL
$69.8B
$302K 0.16%
4,062
-9
REGN icon
78
Regeneron Pharmaceuticals
REGN
$69.4B
$302K 0.16%
575
DUK icon
79
Duke Energy
DUK
$97.7B
$302K 0.16%
2,558
+42
AMGN icon
80
Amgen
AMGN
$157B
$295K 0.15%
1,055
PWR icon
81
Quanta Services
PWR
$65.5B
$292K 0.15%
+771
SBUX icon
82
Starbucks
SBUX
$97.1B
$288K 0.15%
3,148
+55
OTIS icon
83
Otis Worldwide
OTIS
$35.8B
$288K 0.15%
2,904
WMB icon
84
Williams Companies
WMB
$70.3B
$282K 0.15%
4,490
+149
KMI icon
85
Kinder Morgan
KMI
$58B
$275K 0.14%
9,358
+319
MMM icon
86
3M
MMM
$88.6B
$271K 0.14%
1,777
NVO icon
87
Novo Nordisk
NVO
$231B
$269K 0.14%
3,895
-26
GLW icon
88
Corning
GLW
$74B
$268K 0.14%
5,091
+230
MRVL icon
89
Marvell Technology
MRVL
$76.3B
$245K 0.13%
+3,168
XEL icon
90
Xcel Energy
XEL
$47.2B
$243K 0.13%
3,572
+147
VLO icon
91
Valero Energy
VLO
$51.7B
$237K 0.12%
1,760
+63
INTC icon
92
Intel
INTC
$198B
$236K 0.12%
10,524
+21
IDCC icon
93
InterDigital
IDCC
$9.61B
$224K 0.12%
1,000
DD icon
94
DuPont de Nemours
DD
$34.3B
$224K 0.12%
3,260
+7
ACN icon
95
Accenture
ACN
$157B
$219K 0.11%
733
-16
COP icon
96
ConocoPhillips
COP
$108B
$219K 0.11%
2,437
-14
EW icon
97
Edwards Lifesciences
EW
$48.3B
$218K 0.11%
2,783
+23
SWKS icon
98
Skyworks Solutions
SWKS
$11.9B
$212K 0.11%
+2,847
AEP icon
99
American Electric Power
AEP
$61.6B
$212K 0.11%
2,039
+47
DNP icon
100
DNP Select Income Fund
DNP
$3.79B
$208K 0.11%
21,237