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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17K 0.01%
203
227
$17K 0.01%
480
228
$16K 0.01%
400
229
$15K 0.01%
380
230
$15K 0.01%
188
231
$15K 0.01%
625
232
$15K 0.01%
500
233
$15K 0.01%
1,320
234
$14K 0.01%
900
235
$14K 0.01%
125
236
$13K 0.01%
190
237
$12K 0.01%
240
238
$11K 0.01%
230
239
$10K 0.01%
150
-6,445
240
$10K 0.01%
133
-30
241
$9K ﹤0.01%
80
242
$9K ﹤0.01%
250
243
$8K ﹤0.01%
100
244
$8K ﹤0.01%
283
245
$8K ﹤0.01%
323
246
$8K ﹤0.01%
500
247
$6K ﹤0.01%
41
248
$6K ﹤0.01%
82
249
$5K ﹤0.01%
105
250
$5K ﹤0.01%
73
8 9
10
11 12