LCM

Lucas Capital Management Portfolio holdings

AUM $85.7M
1-Year Est. Return 22.84%
This Quarter Est. Return
1 Year Est. Return
+22.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$314M
AUM Growth
+$1.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1 +$4.85M
2 +$3.47M
3 +$3.45M
4
PAGP icon
Plains GP Holdings
PAGP
+$3.43M
5
MPC icon
Marathon Petroleum
MPC
+$2.65M

Top Sells

1 +$9.66M
2 +$7.61M
3 +$7.2M
4
WLL
Whiting Petroleum Corporation
WLL
+$6.93M
5
DVN icon
Devon Energy
DVN
+$6.44M

Sector Composition

1 Energy 69.38%
2 Technology 5.73%
3 Healthcare 3.88%
4 Consumer Staples 2.02%
5 Communication Services 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-7,086
152
-31,425
153
-66,900
154
-5,333
155
-15,425
156
-16,100
157
-3,085
158
-44,900