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
$149M
AUM Growth
-$885K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$753K
3
+$288K
4
WFC icon
Wells Fargo
WFC
+$267K
5
FDX icon
FedEx
FDX
+$256K

Top Sells

1
+$774K
2
+$296K
3
+$218K
4
EOG icon
EOG Resources
EOG
+$216K
5
JCI icon
Johnson Controls International
JCI
+$202K

Sector Composition

1 Healthcare 20.24%
2 Technology 13.13%
3 Financials 11.44%
4 Consumer Staples 10.84%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.01M 1.35%
20,859
-335
27
$1.95M 1.31%
15,023
+320
28
$1.93M 1.3%
41,386
+16,147
29
$1.92M 1.29%
61,720
+380
30
$1.9M 1.28%
12,224
-617
31
$1.89M 1.27%
87,200
32
$1.83M 1.23%
20,594
-1,270
33
$1.83M 1.23%
21,325
+1,095
34
$1.81M 1.21%
101,541
+1,773
35
$1.75M 1.17%
18,725
+165
36
$1.74M 1.17%
25,940
+120
37
$1.71M 1.15%
30,377
+4,755
38
$1.61M 1.08%
18,540
+235
39
$1.52M 1.02%
24,270
+1,465
40
$1.49M 1%
30,367
-700
41
$1.47M 0.99%
30,068
-475
42
$1.44M 0.97%
15,181
-415
43
$1.4M 0.94%
20,830
-250
44
$1.38M 0.93%
21,050
+575
45
$1.31M 0.88%
29,640
-215
46
$1.31M 0.88%
22,019
-2,176
47
$1.29M 0.86%
15,005
-35
48
$1.19M 0.8%
31,446
-2,964
49
$1.17M 0.79%
22,420
+310
50
$1.16M 0.78%
13,700
-150
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2
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