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
$879M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$565M
2
+$2.93M

Sector Composition

1 Technology 33.81%
2 Healthcare 19.05%
3 Consumer Staples 8.38%
4 Industrials 7.17%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.51M 0.29%
31,941
52
$2.28M 0.26%
10,083
53
$2.13M 0.24%
38,791
54
$2.03M 0.23%
11,060
55
$1.96M 0.22%
11,304
56
$1.88M 0.21%
4,615
57
$1.82M 0.21%
28,569
58
$1.75M 0.2%
34,307
59
$1.65M 0.19%
13,311
60
$1.55M 0.18%
21,964
61
$1.48M 0.17%
3,890
62
$1.45M 0.17%
46,817
63
$1.37M 0.16%
2,699
64
$1.32M 0.15%
6,125
65
$1.22M 0.14%
63,665
66
$1.08M 0.12%
8,720
67
$1.03M 0.12%
26,505
68
$1.02M 0.12%
17,469
69
$1.02M 0.12%
6,985
70
$1.01M 0.11%
1,184
71
$978K 0.11%
1,396
-4,188
72
$959K 0.11%
4,963
73
$913K 0.1%
3,582
74
$867K 0.1%
9,015
75
$854K 0.1%
6,456
1 2
3
4 5