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
1
$18.3M 14.77%
37,348
+178
2
$18.1M 14.6%
40,082
-18
3
$11.1M 8.96%
54,130
+499
4
$8.33M 6.71%
47,682
+1,638
5
$5.82M 4.7%
18,885
+149
6
$5.63M 4.54%
76,520
-242
7
$4.84M 3.91%
51,855
+862
8
$2.57M 2.07%
15,760
+960
9
$2.52M 2.03%
33,801
+146
10
$2.42M 1.95%
17,400
+1,580
11
$1.7M 1.37%
9,608
+240
12
$1.51M 1.22%
3,416
+23
13
$1.34M 1.08%
26,943
+264
14
$1.26M 1.02%
4,221
+34
15
$1.24M 1%
45,360
+1,990
16
$1.19M 0.96%
7,306
+63
17
$1.14M 0.92%
6,781
+214
18
$1.1M 0.88%
22,530
19
$1.09M 0.88%
2,401
+26
20
$992K 0.8%
1,723
+136
21
$979K 0.79%
18,903
+131
22
$969K 0.78%
6,341
+164
23
$963K 0.78%
1,630
+23
24
$962K 0.78%
9,709
+220
25
$953K 0.77%
174,476
+1,216
1
2 3 4