LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.7M
3
+$1.07M
4
TMO icon
Thermo Fisher Scientific
TMO
+$795K
5
AGN
Allergan plc
AGN
+$774K

Top Sells

1
+$4.66M
2
+$2.75M
3
+$1.54M
4
VZ icon
Verizon
VZ
+$810K
5
CVS icon
CVS Health
CVS
+$609K

Sector Composition

1 Healthcare 19.6%
2 Technology 12.93%
3 Consumer Staples 11.47%
4 Financials 11.11%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.35%
8,945
+130
27
$1.98M 1.32%
14,703
+5,915
28
$1.97M 1.32%
12,841
-83
29
$1.96M 1.31%
61,340
-560
30
$1.9M 1.27%
21,864
-40
31
$1.78M 1.19%
22,805
+8,370
32
$1.75M 1.17%
99,768
+61,027
33
$1.75M 1.17%
18,560
+4,305
34
$1.7M 1.13%
+20,230
35
$1.62M 1.08%
87,200
36
$1.58M 1.06%
20,475
37
$1.57M 1.05%
21,080
-350
38
$1.57M 1.05%
30,543
+500
39
$1.52M 1.02%
18,305
-200
40
$1.52M 1.01%
15,596
-330
41
$1.51M 1.01%
25,820
42
$1.44M 0.96%
31,067
-1,727
43
$1.43M 0.96%
24,195
-190
44
$1.39M 0.93%
25,622
+145
45
$1.28M 0.85%
34,410
-322
46
$1.23M 0.82%
15,040
-195
47
$1.23M 0.82%
22,110
48
$1.23M 0.82%
25,239
-16,657
49
$1.21M 0.81%
29,855
+325
50
$1.17M 0.78%
13,850
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