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
$750M
AUM Growth
+$86.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1 +$9.73M
2 +$1.25M
3 +$974K
4
SYK icon
Stryker
SYK
+$814K
5
AMAT icon
Applied Materials
AMAT
+$664K

Top Sells

1 +$5.78M
2 +$2.27M
3 +$2.08M
4
LMT icon
Lockheed Martin
LMT
+$1.91M
5
GLD icon
SPDR Gold Trust
GLD
+$1.1M

Sector Composition

1 Technology 27.91%
2 Healthcare 19.67%
3 Consumer Staples 10.83%
4 Real Estate 7.05%
5 Communication Services 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$202K 0.03%
+1,560
127
$200K 0.03%
+785
128
$200K 0.03%
+672
129
$186K 0.02%
10,400
130
$24K ﹤0.01%
10,000
131
-15,000
132
-724
133
-20,403
134
-133