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
$165M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$378K
3
+$282K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$245K

Top Sells

1
+$1.51M
2
+$1.48M
3
+$1.26M
4
F icon
Ford
F
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Sector Composition

1 Healthcare 19.92%
2 Technology 16.17%
3 Financials 12.63%
4 Consumer Discretionary 12.44%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 1.5%
22,263
+443
27
$2.43M 1.47%
95,336
+640
28
$2.36M 1.43%
9,220
+1,103
29
$2.34M 1.42%
34,575
-175
30
$2.34M 1.42%
17,839
+265
31
$2.19M 1.33%
37,714
-1,695
32
$2M 1.21%
27,781
-2,105
33
$1.99M 1.21%
42,800
-2,040
34
$1.8M 1.09%
25,700
+455
35
$1.75M 1.06%
15,428
-1,740
36
$1.74M 1.06%
28,707
+107
37
$1.69M 1.02%
154,900
+600
38
$1.61M 0.98%
9,744
+34
39
$1.59M 0.96%
10,267
-1,565
40
$1.57M 0.95%
36,634
-13,800
41
$1.42M 0.86%
14,115
+200
42
$1.31M 0.79%
24,107
+315
43
$1.31M 0.79%
32,416
-635
44
$1.29M 0.78%
12,470
-1,526
45
$1.28M 0.78%
40,792
+960
46
$1.19M 0.72%
16,440
+330
47
$1.18M 0.72%
12,711
+2,413
48
$1.05M 0.64%
16,004
-2,312
49
$963K 0.58%
7,339
+113
50
$962K 0.58%
6,566
-1,119
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