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
$141M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.41M
3
+$1.33M
4
TMO icon
Thermo Fisher Scientific
TMO
+$742K
5
HD icon
Home Depot
HD
+$623K

Top Sells

1
+$1.6M
2
+$1.12M
3
+$641K
4
MO icon
Altria Group
MO
+$454K
5
JCI icon
Johnson Controls International
JCI
+$315K

Sector Composition

1 Healthcare 18.38%
2 Technology 15.09%
3 Financials 11.23%
4 Consumer Staples 10.53%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.38%
62,850
+4,940
27
$1.87M 1.32%
36,315
+100
28
$1.78M 1.26%
43,303
29
$1.77M 1.25%
24,760
+19,740
30
$1.77M 1.25%
17,545
-304
31
$1.67M 1.18%
34,170
32
$1.64M 1.16%
28,423
+1,004
33
$1.64M 1.16%
8,815
+125
34
$1.61M 1.14%
16,670
+490
35
$1.6M 1.13%
19,715
+7,700
36
$1.52M 1.08%
25,812
-64
37
$1.52M 1.07%
21,898
+110
38
$1.51M 1.07%
26,754
-1,392
39
$1.5M 1.06%
99,181
+9,200
40
$1.44M 1.02%
88,800
-16,540
41
$1.38M 0.98%
33,740
-250
42
$1.37M 0.97%
34,970
-663
43
$1.37M 0.97%
18,480
44
$1.33M 0.94%
+11,350
45
$1.31M 0.93%
24,977
-350
46
$1.3M 0.92%
22,360
-850
47
$1.29M 0.91%
30,965
-200
48
$1.28M 0.91%
20,475
-1,580
49
$1.28M 0.9%
14,200
+1,520
50
$1.24M 0.88%
25,334
-977
1
2
3 4