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
$140M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$642K
3
+$320K
4
EPD icon
Enterprise Products Partners
EPD
+$265K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$213K

Top Sells

1
+$1.55M
2
+$848K
3
+$593K
4
CAT icon
Caterpillar
CAT
+$258K
5
MCD icon
McDonald's
MCD
+$177K

Sector Composition

1 Healthcare 18.46%
2 Technology 15.14%
3 Financials 11.02%
4 Consumer Staples 10.47%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 1.45%
36,455
+3,251
27
$1.91M 1.37%
11,860
28
$1.91M 1.36%
57,170
-2,930
29
$1.81M 1.29%
22,385
-120
30
$1.77M 1.26%
18,199
-1,820
31
$1.74M 1.25%
34,510
32
$1.72M 1.23%
11,180
-100
33
$1.67M 1.19%
58,860
+11,270
34
$1.64M 1.17%
31,036
-200
35
$1.61M 1.15%
27,824
+2,000
36
$1.52M 1.08%
21,598
-172
37
$1.51M 1.08%
88,093
+70,293
38
$1.46M 1.04%
16,250
-1,035
39
$1.45M 1.04%
25,816
-285
40
$1.36M 0.97%
23,770
41
$1.36M 0.97%
35,936
-92
42
$1.35M 0.97%
17,970
+280
43
$1.34M 0.96%
35,042
+140
44
$1.34M 0.96%
34,925
-650
45
$1.29M 0.92%
12,721
46
$1.24M 0.88%
23,055
+50
47
$1.19M 0.85%
31,865
-250
48
$1.19M 0.85%
8,857
-105
49
$1.18M 0.84%
25,927
-200
50
$1.16M 0.83%
23,601
+2,020
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