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
$148M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.13M
3
+$1.06M
4
VZ icon
Verizon
VZ
+$670K
5
T icon
AT&T
T
+$577K

Top Sells

1
+$571K
2
+$402K
3
+$324K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$310K
5
LOW icon
Lowe's Companies
LOW
+$278K

Sector Composition

1 Healthcare 19.65%
2 Consumer Discretionary 13.44%
3 Consumer Staples 11.59%
4 Technology 10.86%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.04M 1.38%
37,000
+1,945
27
$2M 1.35%
17,605
28
$2M 1.35%
25,236
-1,356
29
$1.94M 1.31%
33,830
+1,090
30
$1.87M 1.26%
31,871
+2,326
31
$1.87M 1.26%
14,278
+935
32
$1.82M 1.23%
9,760
33
$1.73M 1.17%
27,881
+1,411
34
$1.7M 1.14%
23,235
-479
35
$1.67M 1.13%
15,803
+413
36
$1.58M 1.07%
17,335
+1,210
37
$1.53M 1.03%
14,611
-433
38
$1.48M 1%
12,287
-595
39
$1.47M 0.99%
10,419
+7,521
40
$1.39M 0.94%
27,115
+5,650
41
$1.34M 0.9%
8,876
+1,118
42
$1.34M 0.9%
28,301
-1,655
43
$1.3M 0.88%
17,060
-680
44
$1.28M 0.87%
19,190
+8,220
45
$1.24M 0.84%
8,533
-1,015
46
$1.15M 0.78%
29,254
-2,709
47
$1.13M 0.76%
+101,620
48
$1.05M 0.71%
23,341
-630
49
$1.04M 0.7%
17,060
+1,310
50
$998K 0.67%
12,603
-3,510
1
2
3 4 5