LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$154M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K 0.01%
156
227
$8K 0.01%
250
228
$8K 0.01%
152
229
$8K 0.01%
133
230
$7K ﹤0.01%
+100
231
$7K ﹤0.01%
82
232
$7K ﹤0.01%
100
233
$5K ﹤0.01%
100
234
$5K ﹤0.01%
107
235
$5K ﹤0.01%
130
236
$5K ﹤0.01%
41
237
$5K ﹤0.01%
172
238
$4K ﹤0.01%
105
-1,150
239
$4K ﹤0.01%
73
-1
240
$4K ﹤0.01%
161
241
$4K ﹤0.01%
+140
242
$4K ﹤0.01%
+30
243
$3K ﹤0.01%
+173
244
$2K ﹤0.01%
70
245
$2K ﹤0.01%
270
246
$2K ﹤0.01%
+65
247
$1K ﹤0.01%
20
248
$1K ﹤0.01%
65
249
$1K ﹤0.01%
18
250
– –
0
7 8 9
10
11