LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
+4.26%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$17.5M
(+11%)
Cap. Flow
+$8.94M
Cap. Flow
% of AUM
4.9%
Top 10 Holdings %
Top 10 Hldgs %
25.07%
Holding
293
New
13
Increased
67
Reduced
45
Closed
11
Top Buys
| 1 |
Terex
TEX
|
+$1.38M |
| 2 |
Ford
F
|
+$1.2M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$1.12M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$841K |
| 5 |
Verizon
VZ
|
+$826K |
Top Sells
| 1 |
Nike
NKE
|
+$1.96M |
| 2 |
Ulta Beauty
ULTA
|
+$885K |
| 3 |
Schlumberger
SLB
|
+$740K |
| 4 |
Visa
V
|
+$421K |
| 5 |
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% |
