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
$132M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.47M
3
+$313K
4
SYY icon
Sysco
SYY
+$218K
5
ZBH icon
Zimmer Biomet
ZBH
+$204K

Top Sells

1
+$1.13M
2
+$1.03M
3
+$925K
4
ETP
Energy Transfer Partners L.p.
ETP
+$878K
5
PKG icon
Packaging Corp of America
PKG
+$602K

Sector Composition

1 Healthcare 21.66%
2 Financials 12.56%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.96%
5 Technology 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 1.46%
64,400
+2,420
27
$1.93M 1.45%
21,235
-80
28
$1.86M 1.41%
31,000
-2,675
29
$1.75M 1.32%
18,105
-390
30
$1.65M 1.24%
16,495
-415
31
$1.64M 1.23%
30,091
+1,777
32
$1.59M 1.2%
+25,520
33
$1.52M 1.15%
12,867
34
$1.51M 1.14%
25,420
-550
35
$1.5M 1.13%
11,397
-555
36
$1.49M 1.12%
16,905
-410
37
$1.47M 1.11%
+12,603
38
$1.42M 1.07%
15,815
-3,555
39
$1.4M 1.05%
18,343
-325
40
$1.35M 1.02%
19,900
-325
41
$1.34M 1.01%
29,927
-250
42
$1.34M 1.01%
15,316
-435
43
$1.33M 1.01%
24,050
-660
44
$1.1M 0.83%
12,950
45
$992K 0.75%
16,300
46
$959K 0.72%
20,739
-2,700
47
$927K 0.7%
24,286
48
$906K 0.68%
24,613
-5,455
49
$899K 0.68%
15,400
-1,375
50
$889K 0.67%
5,956
-261
1
2
3 4