LCM
LVM Capital Management Portfolio holdings
AUM
$964M
This Quarter Return
+9.96%
1 Year Return
+18.8%
3 Year Return
+70.29%
5 Year Return
+119.03%
10 Year Return
+295.51%
AUM
$690M
AUM Growth
+$690M
(+5.6%)
Cap. Flow
-$21.8M
Cap. Flow
% of AUM
-3.16%
Top 10 Holdings %
Top 10 Hldgs %
41.52%
Holding
144
New
10
Increased
34
Reduced
55
Closed
8
Top Buys
| 1 |
AT&T
T
|
$4.75M |
| 2 |
Chevron
CVX
|
$1.86M |
| 3 |
Microsoft
MSFT
|
$1.51M |
| 4 |
Pfizer
PFE
|
$1.11M |
| 5 |
Toronto Dominion Bank
TD
|
$1.06M |
Top Sells
| 1 |
Stryker
SYK
|
$12M |
| 2 |
Medical Properties Trust
MPW
|
$6.67M |
| 3 |
Verizon
VZ
|
$5.25M |
| 4 |
Medtronic
MDT
|
$2.34M |
| 5 |
Philip Morris
PM
|
$1.44M |
Sector Composition
| 1 | Technology | 23.07% |
| 2 | Healthcare | 19.62% |
| 3 | Consumer Staples | 13.89% |
| 4 | Industrials | 6.72% |
| 5 | Financials | 5.98% |
