LCM
LCM Capital Management Portfolio holdings
AUM
$192M
1-Year Return
22.14%
This Quarter Return
+14.48%
1 Year Return
+22.14%
3 Year Return
+92.25%
5 Year Return
–
10 Year Return
–
AUM
$192M
AUM Growth
+$22.1M
(+13%)
Cap. Flow
+$2.2M
Cap. Flow
% of AUM
1.14%
Top 10 Holdings %
Top 10 Hldgs %
62.4%
Holding
104
New
4
Increased
60
Reduced
24
Closed
–
Top Buys
| 1 |
Microsoft
MSFT
|
$436K |
| 2 |
NVIDIA
NVDA
|
$365K |
| 3 |
Advanced Micro Devices
AMD
|
$294K |
| 4 |
Quanta Services
PWR
|
$292K |
| 5 |
Marvell Technology
MRVL
|
$245K |
Top Sells
| 1 |
Apple
AAPL
|
$274K |
| 2 |
Palantir
PLTR
|
$136K |
| 3 |
Pfizer
PFE
|
$93.3K |
| 4 |
Amazon
AMZN
|
$63.6K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
101
Ericsson
ERIC
$26.4B
| $104K | 0.05% |
12,251
-208
| -2% | -$1.76K |
|
102
Transocean
RIG
$2.83B
| $101K | 0.05% |
39,023
+20,000
| +105% | +$51.8K |
|
103
Recursion Pharmaceuticals
RXRX
$1.97B
| $60.7K | 0.03% |
12,000
| – | – |
|
104
Nuvation Bio
NUVB
$1.11B
| $23.4K | 0.01% |
+12,000
| New | +$23.4K |
|