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
$898M
AUM Growth
-$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.02M
3
+$836K
4
LLY icon
Eli Lilly
LLY
+$833K
5
MMM icon
3M
MMM
+$710K

Top Sells

1
+$9.88M
2
+$3.02M
3
+$1.61M
4
UAL icon
United Airlines
UAL
+$1.03M
5
HD icon
Home Depot
HD
+$825K

Sector Composition

1 Technology 31.39%
2 Healthcare 18.56%
3 Consumer Staples 7.89%
4 Financials 7.72%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.24%
86,992
+5,230
27
$9.92M 1.1%
56,699
-2,018
28
$9.76M 1.09%
29,495
+1,989
29
$9.65M 1.07%
30,971
-9,700
30
$8.9M 0.99%
224,235
+8,457
31
$8.82M 0.98%
81,413
+73,988
32
$8.63M 0.96%
51,603
-9,607
33
$8.59M 0.96%
89,214
-613
34
$8.3M 0.92%
158,290
+7,069
35
$8.03M 0.89%
47,043
+1,550
36
$7.94M 0.88%
313,284
+25,235
37
$7.12M 0.79%
30,758
38
$6.79M 0.76%
47,393
-1,232
39
$6.34M 0.71%
136,317
+1,282
40
$5.23M 0.58%
87,194
-2,220
41
$5.03M 0.56%
51,270
-3,020
42
$4.95M 0.55%
89,900
+7,384
43
$4.42M 0.49%
76,265
-5,777
44
$4.15M 0.46%
59,511
-4,755
45
$4.14M 0.46%
60,923
+1,680
46
$4.04M 0.45%
26,933
-750
47
$4M 0.45%
30,132
-1,347
48
$3.94M 0.44%
39,735
-4,494
49
$3.91M 0.44%
24,611
-500
50
$3.75M 0.42%
38,044
+1,323
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