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
$154M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.25M 1.46%
32,478
-3,336
27
$1.99M 1.29%
34,670
+830
28
$1.97M 1.28%
12,487
+1,833
29
$1.96M 1.27%
18,540
+1,040
30
$1.95M 1.26%
48,440
-2,580
31
$1.95M 1.26%
36,565
-2,030
32
$1.94M 1.26%
7,311
+519
33
$1.84M 1.19%
144,340
+9,400
34
$1.81M 1.17%
20,855
+615
35
$1.77M 1.15%
33,887
-14,377
36
$1.76M 1.14%
24,045
-2,485
37
$1.74M 1.13%
28,231
+35
38
$1.68M 1.09%
16,318
-355
39
$1.64M 1.07%
18,826
-6,410
40
$1.62M 1.05%
13,996
-120
41
$1.57M 1.02%
25,145
-1,770
42
$1.51M 0.98%
10,090
+400
43
$1.44M 0.93%
11,732
-460
44
$1.29M 0.84%
8,109
-1,279
45
$1.27M 0.82%
40,051
46
$1.27M 0.82%
27,161
+3,820
47
$1.14M 0.74%
+22,585
48
$1.11M 0.72%
+14,045
49
$1.11M 0.72%
32,388
+627
50
$1.07M 0.69%
+37,572
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