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
$138M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$75.5K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.8K
5
WFM
Whole Foods Market Inc
WFM
+$44.6K

Top Sells

1
+$590K
2
+$291K
3
+$231K
4
AGN
Allergan Inc
AGN
+$225K
5
MCD icon
McDonald's
MCD
+$132K

Sector Composition

1 Healthcare 18.61%
2 Technology 15.85%
3 Financials 11.12%
4 Consumer Staples 10.81%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.83M 1.33%
19,940
+225
27
$1.82M 1.32%
62,450
-400
28
$1.72M 1.25%
8,815
29
$1.71M 1.24%
24,800
-3,350
30
$1.61M 1.17%
25,210
+450
31
$1.57M 1.14%
16,720
+50
32
$1.57M 1.14%
28,683
+260
33
$1.56M 1.13%
34,775
+605
34
$1.53M 1.11%
16,150
-1,395
35
$1.53M 1.11%
26,440
-314
36
$1.52M 1.11%
21,575
-323
37
$1.47M 1.07%
99,528
+347
38
$1.47M 1.07%
25,472
-340
39
$1.42M 1.03%
22,110
-250
40
$1.41M 1.02%
87,200
-1,600
41
$1.38M 1%
18,480
42
$1.38M 1%
33,175
-565
43
$1.38M 1%
43,303
44
$1.38M 1%
29,665
-1,300
45
$1.35M 0.98%
34,657
-313
46
$1.33M 0.97%
25,702
+725
47
$1.32M 0.96%
14,050
-150
48
$1.28M 0.93%
20,475
49
$1.25M 0.91%
25,044
-290
50
$1.13M 0.82%
21,430
-100
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