LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
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
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