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
$879M
AUM Growth
$0
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$565M
2 +$2.93M

Sector Composition

1 Technology 33.81%
2 Healthcare 19.05%
3 Consumer Staples 8.38%
4 Industrials 7.17%
5 Financials 5.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$312K 0.04%
571
127
$311K 0.04%
3,200
128
$297K 0.03%
2,864
129
$285K 0.03%
638
130
$284K 0.03%
9,034
131
$277K 0.03%
1,072
132
$241K 0.03%
6,280
133
$226K 0.03%
779
134
$208K 0.02%
3,600
135
$206K 0.02%
1,133
136
$203K 0.02%
4,310
137
$25K ﹤0.01%
21,000
138
$8K ﹤0.01%
12,500
139
$0 ﹤0.01%
50,000