LCM

LVM Capital Management Portfolio holdings

AUM $1.04B
1-Year Est. Return 23.96%
This Quarter Est. Return
1 Year Est. Return
+23.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$301M
AUM Growth
-$3.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$3.38M
2
+$2.6M
3
+$407K
4
MET icon
MetLife
MET
+$366K
5
KMI icon
Kinder Morgan
KMI
+$347K

Top Sells

1
+$3.87M
2
+$3.23M
3
+$2.13M
4
LYB icon
LyondellBasell Industries
LYB
+$2.08M
5
WMT icon
Walmart
WMT
+$1.07M

Sector Composition

1 Technology 17.85%
2 Healthcare 15.53%
3 Financials 11.39%
4 Consumer Staples 9.39%
5 Energy 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.22M 1.4%
61,176
-1,502
27
$3.71M 1.23%
60,262
+6,609
28
$3.38M 1.13%
+167,840
29
$3.26M 1.08%
66,200
-800
30
$3.19M 1.06%
111,600
-37,476
31
$3.07M 1.02%
32,533
-2,025
32
$3.06M 1.02%
22,256
-676
33
$2.8M 0.93%
62,255
-1,534
34
$2.77M 0.92%
93,629
-2,066
35
$1.91M 0.64%
20,963
+400
36
$1.79M 0.6%
100,100
-216,275
37
$1.64M 0.55%
26,155
-33,950
38
$1.59M 0.53%
16,834
39
$1.42M 0.47%
25,970
-1,405
40
$1.4M 0.46%
23,637
41
$1.39M 0.46%
17,655
+815
42
$1.32M 0.44%
21,000
-300
43
$1.2M 0.4%
30,300
-600
44
$1.18M 0.39%
26,800
-5,550
45
$1.03M 0.34%
29,514
-1,236
46
$965K 0.32%
22,550
47
$888K 0.3%
6,025
48
$888K 0.3%
21,032
49
$829K 0.28%
31,200
-400
50
$787K 0.26%
31,600
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