LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
This Quarter Return
+3.35%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+0.41%)
Cap. Flow
-$6.2M
Cap. Flow
% of AUM
-4.02%
Top 10 Holdings %
Top 10 Hldgs %
24.86%
Holding
268
New
15
Increased
47
Reduced
77
Closed
15
Top Buys
| 1 |
Delta Air Lines
DAL
|
$1.14M |
| 2 |
Skyworks Solutions
SWKS
|
$1.11M |
| 3 |
Cintas
CTAS
|
$1.07M |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$502K |
| 5 |
Intercontinental Exchange
ICE
|
$420K |
Top Sells
| 1 |
CERN
Cerner Corp
CERN
|
$1.45M |
| 2 |
Ford
F
|
$1.23M |
| 3 |
Wells Fargo
WFC
|
$1.06M |
| 4 |
Estee Lauder
EL
|
$1.06M |
| 5 |
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% |
