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
$144M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$348K
3
+$251K
4
BMY icon
Bristol-Myers Squibb
BMY
+$213K
5
GILD icon
Gilead Sciences
GILD
+$203K

Top Sells

1
+$1.13M
2
+$841K
3
+$831K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$285K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$280K

Sector Composition

1 Healthcare 19.93%
2 Technology 15.34%
3 Financials 11.61%
4 Consumer Staples 11.24%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.38%
12,924
-1,350
27
$1.96M 1.36%
41,896
+16,852
28
$1.89M 1.31%
61,900
-550
29
$1.85M 1.29%
21,904
+329
30
$1.83M 1.27%
8,815
31
$1.81M 1.26%
34,350
-425
32
$1.69M 1.17%
25,820
-620
33
$1.66M 1.16%
30,043
+1,360
34
$1.55M 1.08%
20,475
35
$1.54M 1.07%
24,425
-375
36
$1.49M 1.04%
15,926
-224
37
$1.48M 1.03%
32,794
-381
38
$1.47M 1.02%
21,430
39
$1.44M 1%
22,110
40
$1.41M 0.98%
18,505
+25
41
$1.41M 0.98%
14,255
+205
42
$1.4M 0.97%
24,385
-1,087
43
$1.4M 0.97%
25,477
-225
44
$1.38M 0.96%
34,732
+75
45
$1.37M 0.95%
29,530
-135
46
$1.35M 0.94%
87,200
47
$1.26M 0.87%
15,235
-1,485
48
$1.21M 0.84%
43,303
49
$1.15M 0.8%
12,610
-500
50
$1.13M 0.78%
14,435
-10,775
1
2
3 4