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
$653M
AUM Growth
-$36.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$8.41M
3
+$1.88M
4
CVX icon
Chevron
CVX
+$1.48M
5
PFE icon
Pfizer
PFE
+$791K

Top Sells

1
+$5.66M
2
+$4.28M
3
+$2.93M
4
MPW icon
Medical Properties Trust
MPW
+$2.17M
5
SYK icon
Stryker
SYK
+$1.26M

Sector Composition

1 Technology 23.41%
2 Healthcare 20.58%
3 Consumer Staples 13.48%
4 Industrials 6.14%
5 Real Estate 5.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.48M 1.45%
70,296
+1,585
27
$9.33M 1.43%
57,758
+2,030
28
$9.12M 1.4%
208,411
+18,086
29
$8.68M 1.33%
22,465
+197
30
$8.67M 1.33%
275,068
+1,772
31
$8.41M 1.29%
+144,495
32
$8.39M 1.28%
103,896
-3,505
33
$8.32M 1.27%
23,282
-439
34
$6.67M 1.02%
562,595
-182,608
35
$6.49M 0.99%
76,999
+2,420
36
$6.49M 0.99%
79,180
-170
37
$6.35M 0.97%
44,168
+10,318
38
$5.98M 0.91%
175,990
-14,135
39
$5.13M 0.79%
83,651
+5,590
40
$5M 0.77%
31,220
41
$4.66M 0.71%
58,788
-6,290
42
$4.56M 0.7%
48,371
-45,321
43
$4.44M 0.68%
110,039
+2,690
44
$4.26M 0.65%
26,068
+3,988
45
$3.88M 0.59%
51,160
+24,833
46
$3.36M 0.51%
130,418
-5,600
47
$3.25M 0.5%
45,942
-1,640
48
$3.23M 0.49%
63,395
+5,825
49
$3.14M 0.48%
71,219
+1,606
50
$2.93M 0.45%
30,272
+1,261
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