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
$283M
AUM Growth
+$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$1.44M
2 +$1.13M
3 +$890K
4
MPW icon
Medical Properties Trust
MPW
+$570K
5
GM icon
General Motors
GM
+$412K

Top Sells

1 +$8.14M
2 +$4.05M
3 +$734K
4
K icon
Kellanova
K
+$720K
5
WMT icon
Walmart
WMT
+$403K

Sector Composition

1 Healthcare 18.95%
2 Technology 18.1%
3 Consumer Staples 8.54%
4 Communication Services 7.74%
5 Financials 7.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$215K 0.08%
1,784
102
$208K 0.07%
+3,900
103
$203K 0.07%
+1,931
104
-2,813
105
-2,300
106
-46,470
107
-8,200
108
-11,280