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
1
$19.2M 14.9%
37,170
+176
2
$19M 14.74%
40,100
-3,345
3
$11.9M 9.24%
53,631
+270
4
$8.18M 6.33%
46,044
+1,283
5
$6.3M 4.88%
18,736
+521
6
$6.04M 4.68%
76,762
-3,597
7
$4.92M 3.81%
50,993
+2,089
8
$2.47M 1.91%
14,800
+420
9
$2.41M 1.86%
33,655
+1,386
10
$2.29M 1.77%
15,820
+760
11
$1.74M 1.35%
4,187
+58
12
$1.6M 1.24%
9,368
+246
13
$1.35M 1.04%
2,375
+74
14
$1.29M 1%
26,679
+834
15
$1.28M 0.99%
43,370
+4,010
16
$1.23M 0.95%
22,530
+30
17
$1.21M 0.93%
3,393
+90
18
$1.14M 0.88%
6,567
+237
19
$1.13M 0.87%
6,177
+198
20
$1.11M 0.86%
18,772
+510
21
$1.08M 0.83%
173,260
+746
22
$1.07M 0.83%
1,607
+77
23
$968K 0.75%
6,974
+227
24
$925K 0.72%
14,601
+402
25
$901K 0.7%
1,587
+79
1
2 3 4