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
$127M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$536K
3
+$374K
4
HCSG icon
Healthcare Services Group
HCSG
+$249K
5
MCK icon
McKesson
MCK
+$215K

Top Sells

1
+$781K
2
+$659K
3
+$653K
4
MBTF
MBT Financial Corporation
MBTF
+$498K
5
WFM
Whole Foods Market Inc
WFM
+$473K

Sector Composition

1 Healthcare 20.75%
2 Technology 13.46%
3 Financials 11.89%
4 Consumer Staples 11.23%
5 Consumer Discretionary 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.41%
21,315
-10
27
$1.73M 1.36%
32,187
-3,885
28
$1.7M 1.34%
12,180
+8,280
29
$1.66M 1.3%
11,952
-272
30
$1.65M 1.3%
97,483
-4,058
31
$1.63M 1.28%
18,495
-230
32
$1.59M 1.26%
16,910
-6,983
33
$1.58M 1.24%
61,700
-25,500
34
$1.53M 1.2%
19,370
-1,489
35
$1.45M 1.14%
28,314
-2,063
36
$1.41M 1.11%
25,970
+30
37
$1.4M 1.1%
17,315
-1,225
38
$1.37M 1.08%
20,225
-825
39
$1.32M 1.04%
22,005
-2,265
40
$1.29M 1.01%
18,668
-2,162
41
$1.27M 1%
15,751
-4,843
42
$1.27M 1%
12,867
-2,314
43
$1.21M 0.96%
30,177
-190
44
$1.13M 0.89%
14,315
-690
45
$1.12M 0.88%
30,068
46
$1.09M 0.86%
24,710
-4,930
47
$1.08M 0.85%
12,950
-750
48
$1.02M 0.8%
23,439
-17,947
49
$937K 0.74%
16,775
-5,244
50
$878K 0.69%
21,370
-1,050
1
2
3 4