LCM
LVM Capital Management Portfolio holdings
AUM
$964M
This Quarter Return
+8.44%
1 Year Return
+18.8%
3 Year Return
+70.29%
5 Year Return
+119.03%
10 Year Return
+295.51%
AUM
$507M
AUM Growth
+$507M
(+7.6%)
Cap. Flow
+$1.87M
Cap. Flow
% of AUM
0.37%
Top 10 Holdings %
Top 10 Hldgs %
41.17%
Holding
122
New
6
Increased
39
Reduced
41
Closed
4
Top Buys
| 1 |
Stryker
SYK
|
$7.3M |
| 2 |
American Express
AXP
|
$6.08M |
| 3 |
iShares Core MSCI Total International Stock ETF
IXUS
|
$2.66M |
| 4 |
Procter & Gamble
PG
|
$1.26M |
| 5 |
Broadcom
AVGO
|
$441K |
Top Sells
| 1 |
Boeing
BA
|
$6.29M |
| 2 |
Morgan Stanley
MS
|
$2.11M |
| 3 |
Apple
AAPL
|
$1.52M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$1.43M |
| 5 |
DFS
Discover Financial Services
DFS
|
$1.04M |
Sector Composition
| 1 | Technology | 23.88% |
| 2 | Healthcare | 18.06% |
| 3 | Real Estate | 9.49% |
| 4 | Industrials | 8.47% |
| 5 | Communication Services | 8.44% |
