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
$594M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.93M
3
+$6.89M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.8M
5
BABA icon
Alibaba
BABA
+$6.18M

Top Sells

1
+$6.21M
2
+$2.51M
3
+$2.08M
4
DIS icon
Walt Disney
DIS
+$1.6M
5
T icon
AT&T
T
+$1.06M

Sector Composition

1 Technology 24.44%
2 Healthcare 19.75%
3 Consumer Staples 12.75%
4 Communication Services 8.29%
5 Real Estate 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.29%
11,724
52
$1.69M 0.28%
42,750
-50
53
$1.48M 0.25%
26,938
54
$1.26M 0.21%
11,074
+3,068
55
$1.24M 0.21%
3,537
-23
56
$1.21M 0.2%
9,280
+540
57
$1.12M 0.19%
12,800
+1,160
58
$1.05M 0.18%
8,299
-415
59
$1.03M 0.17%
4,464
60
$1.02M 0.17%
2,193
+10
61
$881K 0.15%
+105,306
62
$840K 0.14%
7,644
63
$812K 0.14%
10,218
64
$753K 0.13%
12,140
+103
65
$728K 0.12%
48,225
+225
66
$706K 0.12%
6,200
67
$696K 0.12%
19,505
+1,100
68
$695K 0.12%
3,890
69
$692K 0.12%
7,832
70
$685K 0.12%
8,771
71
$684K 0.12%
18,268
-975
72
$670K 0.11%
11,387
+400
73
$661K 0.11%
4,060
-80
74
$629K 0.11%
3,117
-200
75
$555K 0.09%
3,957
1 2
3
4 5