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
$136M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$220K
3
+$203K
4
VZ icon
Verizon
VZ
+$129K
5
XEC
CIMAREX ENERGY CO
XEC
+$126K

Top Sells

1
+$683K
2
+$560K
3
+$413K
4
ITC
ITC HOLDINGS CORP
ITC
+$283K
5
KO icon
Coca-Cola
KO
+$276K

Sector Composition

1 Healthcare 19.14%
2 Technology 15.31%
3 Financials 11.12%
4 Consumer Staples 9.95%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.82M 1.34%
57,910
+740
27
$1.77M 1.3%
105,340
-6,700
28
$1.75M 1.29%
17,849
-350
29
$1.75M 1.28%
16,180
-70
30
$1.73M 1.27%
34,170
-340
31
$1.72M 1.26%
59,145
+285
32
$1.64M 1.2%
21,788
+190
33
$1.6M 1.18%
10,365
-815
34
$1.54M 1.13%
20,835
-1,550
35
$1.53M 1.13%
8,690
-3,170
36
$1.52M 1.12%
89,981
+1,888
37
$1.49M 1.09%
27,419
-405
38
$1.45M 1.07%
25,876
+60
39
$1.45M 1.06%
28,146
-2,890
40
$1.42M 1.05%
35,633
-303
41
$1.31M 0.97%
22,055
-1,000
42
$1.31M 0.96%
33,990
-1,052
43
$1.28M 0.94%
31,165
-700
44
$1.26M 0.93%
25,327
-600
45
$1.25M 0.92%
26,311
+2,710
46
$1.25M 0.92%
23,210
-560
47
$1.24M 0.91%
18,480
+510
48
$1.23M 0.91%
12,621
-100
49
$1.12M 0.82%
13,850
-190
50
$1.1M 0.81%
8,873
+16
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2
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