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
51
$2.89M 0.44%
34,797
+1,060
52
$2.84M 0.43%
38,165
+2,295
53
$2.32M 0.35%
64,426
+17,443
54
$1.95M 0.3%
24,821
55
$1.7M 0.26%
30,399
+200
56
$1.53M 0.23%
16,612
-203
57
$1.51M 0.23%
2,986
+69
58
$1.43M 0.22%
12,009
+1,213
59
$1.35M 0.21%
11,387
+5,770
60
$1.31M 0.2%
19,660
61
$1.26M 0.19%
4,719
+65
62
$1.26M 0.19%
16,800
63
$1.22M 0.19%
12,680
+460
64
$1.07M 0.16%
15,036
+1,126
65
$1.06M 0.16%
12,369
+654
66
$1.02M 0.16%
8,423
-4,445
67
$1.02M 0.16%
3,670
68
$975K 0.15%
9,326
+139
69
$936K 0.14%
15,224
+1,813
70
$895K 0.14%
1,765
-50
71
$890K 0.14%
9,242
72
$852K 0.13%
11,116
-49
73
$794K 0.12%
3,443
+400
74
$788K 0.12%
3,890
75
$762K 0.12%
7,054
-50
1 2
3
4 5