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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$19K 0.01%
440
+300
227
$19K 0.01%
100
228
$18K 0.01%
400
229
$18K 0.01%
375
230
$18K 0.01%
+770
231
$17K 0.01%
130
232
$17K 0.01%
140
233
$17K 0.01%
223
234
$17K 0.01%
203
-18
235
$17K 0.01%
480
236
$16K 0.01%
625
237
$16K 0.01%
234
238
$16K 0.01%
200
239
$15K 0.01%
900
240
$15K 0.01%
400
241
$15K 0.01%
500
242
$14K 0.01%
380
243
$14K 0.01%
188
244
$14K 0.01%
1,320
245
$13K 0.01%
+735
246
$12K 0.01%
125
247
$11K 0.01%
240
248
$11K 0.01%
230
249
$11K 0.01%
163
+30
250
$10K 0.01%
190
8 9
10
11 12