LCM

LG Capital Management Portfolio holdings

AUM $27.8M
1-Year Est. Return 25.25%
This Quarter Est. Return
1 Year Est. Return
+25.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$322M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$9.88M
3
+$9.71M
4
CNVR
CONVERSANT INC COM STK (DE)
CNVR
+$9.08M
5
BHC icon
Bausch Health
BHC
+$8.57M

Top Sells

1
+$15M
2
+$8.98M
3
+$7.89M
4
SHPG
Shire pic
SHPG
+$7.28M
5
BKD icon
Brookdale Senior Living
BKD
+$6.76M

Sector Composition

1 Technology 19.49%
2 Industrials 17.42%
3 Consumer Staples 14.44%
4 Healthcare 13.92%
5 Consumer Discretionary 10.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-113,600
52
– –
0
53
– –
-465,200
54
– –
-59,500
55
– –
-39,556
1 2
3