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
$594M
AUM Growth
+$77.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$14.3M
2
+$6.93M
3
+$6.89M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$6.8M
5
BABA icon
Alibaba
BABA
+$6.18M

Top Sells

1
+$6.21M
2
+$2.51M
3
+$2.08M
4
DIS icon
Walt Disney
DIS
+$1.6M
5
T icon
AT&T
T
+$1.06M

Sector Composition

1 Technology 24.44%
2 Healthcare 19.75%
3 Consumer Staples 12.75%
4 Communication Services 8.29%
5 Real Estate 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$287K 0.05%
3,575
-96
102
$274K 0.05%
3,200
103
$273K 0.05%
1,933
+1
104
$250K 0.04%
4,273
105
$249K 0.04%
1,165
-125
106
$242K 0.04%
+6,000
107
$241K 0.04%
10,975
108
$230K 0.04%
+9,350
109
$228K 0.04%
1,042
110
$225K 0.04%
416
-20
111
$224K 0.04%
+4,816
112
$224K 0.04%
+1,912
113
$223K 0.04%
624
114
$223K 0.04%
+594
115
$218K 0.04%
+1,375
116
$217K 0.04%
+2,002
117
$209K 0.04%
+3,063
118
$206K 0.03%
3,768
-300
119
$201K 0.03%
+700
120
$92K 0.02%
16,000
1 2 3 4
5