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
$126M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$273K
3
+$253K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$248K
5
MCD icon
McDonald's
MCD
+$154K

Top Sells

1
+$79.3K
2
+$64.5K
3
+$62.4K
4
CAT icon
Caterpillar
CAT
+$52.2K
5
BKNG icon
Booking.com
BKNG
+$49.6K

Sector Composition

1 Healthcare 16.64%
2 Technology 15.03%
3 Consumer Staples 10.97%
4 Financials 10.87%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 1.42%
22,505
-25
27
$1.77M 1.4%
113,140
+100
28
$1.75M 1.38%
33,204
+180
29
$1.67M 1.32%
18,450
+540
30
$1.52M 1.21%
11,860
+60
31
$1.44M 1.14%
23,005
+150
32
$1.42M 1.12%
34,510
-470
33
$1.4M 1.11%
17,285
34
$1.4M 1.11%
31,236
+2,175
35
$1.39M 1.1%
11,280
36
$1.39M 1.1%
26,101
+160
37
$1.34M 1.07%
21,770
-130
38
$1.3M 1.03%
25,824
39
$1.29M 1.02%
36,028
+322
40
$1.24M 0.98%
23,770
+100
41
$1.24M 0.98%
17,690
42
$1.23M 0.97%
47,590
+495
43
$1.22M 0.97%
35,575
-200
44
$1.16M 0.92%
34,902
+2,700
45
$1.09M 0.87%
12,721
+175
46
$1.08M 0.86%
14,340
+350
47
$1.08M 0.86%
26,127
+467
48
$1.07M 0.85%
32,115
+2,310
49
$1.03M 0.81%
8,962
+157
50
$1.02M 0.81%
21,405
1
2
3 4