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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.17M
3
+$2.97M
4
CVS icon
CVS Health
CVS
+$2.94M
5
IBM icon
IBM
IBM
+$2.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.8%
2 Technology 14.62%
3 Consumer Staples 11.69%
4 Financials 11.37%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 1.51%
+60,300
27
$1.59M 1.37%
+33,024
28
$1.57M 1.35%
+113,040
29
$1.53M 1.32%
+22,855
30
$1.51M 1.3%
+17,910
31
$1.36M 1.17%
+11,280
32
$1.35M 1.16%
+21,900
33
$1.35M 1.16%
+11,800
34
$1.34M 1.16%
+35,706
35
$1.28M 1.1%
+25,941
36
$1.25M 1.08%
+35,775
37
$1.2M 1.03%
+29,061
38
$1.2M 1.03%
+23,670
39
$1.17M 1.01%
+23,281
40
$1.17M 1.01%
+25,824
41
$1.16M 1%
+17,690
42
$1.16M 1%
+17,285
43
$1.16M 0.99%
+47,095
44
$1.13M 0.98%
+12,546
45
$1.12M 0.97%
+32,202
46
$1.1M 0.94%
+34,980
47
$1.08M 0.93%
+13,990
48
$1.06M 0.91%
+25,660
49
$1.05M 0.9%
+17,140
50
$1.04M 0.9%
+29,508
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