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
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 1.36%
23,700
+1,815
27
$2.09M 1.36%
16,967
+2,689
28
$2.05M 1.33%
98,336
-373
29
$2.02M 1.31%
38,595
+1,595
30
$1.98M 1.29%
25,236
31
$1.98M 1.29%
51,020
-75,580
32
$1.94M 1.26%
17,500
-105
33
$1.79M 1.16%
16,673
+870
34
$1.78M 1.16%
28,196
+315
35
$1.77M 1.15%
26,530
+3,295
36
$1.7M 1.1%
33,840
+10
37
$1.64M 1.06%
20,240
+1,050
38
$1.62M 1.05%
+6,792
39
$1.61M 1.05%
9,690
-70
40
$1.54M 1%
26,915
-200
41
$1.51M 0.98%
17,235
-100
42
$1.5M 0.97%
34,156
+5,855
43
$1.47M 0.96%
10,654
+235
44
$1.43M 0.93%
14,116
-495
45
$1.43M 0.93%
116,793
-68,671
46
$1.4M 0.91%
9,388
+855
47
$1.4M 0.91%
134,940
+33,320
48
$1.38M 0.9%
12,192
-95
49
$1.23M 0.8%
17,060
50
$1.22M 0.8%
29,064
-190
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