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
251
$9K ﹤0.01%
500
252
$8K ﹤0.01%
100
253
$8K ﹤0.01%
80
254
$8K ﹤0.01%
283
255
$8K ﹤0.01%
323
256
$7K ﹤0.01%
82
257
$6K ﹤0.01%
250
258
$6K ﹤0.01%
41
259
$5K ﹤0.01%
105
260
$5K ﹤0.01%
107
261
$5K ﹤0.01%
90
262
$5K ﹤0.01%
+340
263
$5K ﹤0.01%
250
264
$4K ﹤0.01%
73
265
$4K ﹤0.01%
202
266
$3K ﹤0.01%
92
267
$3K ﹤0.01%
52
268
$2K ﹤0.01%
58
269
$2K ﹤0.01%
33
270
$1K ﹤0.01%
20
271
$1K ﹤0.01%
65
272
$1K ﹤0.01%
65
273
$1K ﹤0.01%
90
-75
274
– –
0
275
– –
-150
8 9 10
11
12