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
$315M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$23.6M
2 +$7.25M
3 +$4.9M
4
ABBV icon
AbbVie
ABBV
+$857K
5
PFE icon
Pfizer
PFE
+$837K

Top Sells

1 +$4.61M
2 +$3.41M
3 +$2.77M
4
K icon
Kellanova
K
+$1.3M
5
WMT icon
Walmart
WMT
+$1.22M

Sector Composition

1 Healthcare 18.49%
2 Technology 16.82%
3 Industrials 14.41%
4 Communication Services 7.78%
5 Consumer Staples 7.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$221K 0.07%
+2,300
102
$219K 0.07%
+1,900
103
$213K 0.07%
+1
104
$210K 0.07%
+3,050
105
$159K 0.05%
11,792
-1,667
106
-22,050
107
-3,300
108
-3,775
109
-1,931
110
-2,974