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
251
$5K ﹤0.01%
202
252
$5K ﹤0.01%
107
253
$5K ﹤0.01%
90
254
$5K ﹤0.01%
340
255
$5K ﹤0.01%
250
256
$3K ﹤0.01%
92
257
$3K ﹤0.01%
52
258
$3K ﹤0.01%
33
259
$2K ﹤0.01%
58
260
$1K ﹤0.01%
20
261
$1K ﹤0.01%
65
262
$1K ﹤0.01%
65
263
$1K ﹤0.01%
90
264
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265
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0
267
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-16,028
268
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-836
270
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-7,500
271
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272
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273
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-1,770
274
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-629
275
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8 9 10
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