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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.78M 1.52%
17,639
+593
27
$2.75M 1.51%
28,656
+875
28
$2.64M 1.45%
53,316
+16,682
29
$2.63M 1.44%
18,941
+1,102
30
$2.59M 1.42%
34,588
+13
31
$2.49M 1.36%
32,525
-2,360
32
$2.14M 1.17%
35,556
+11,128
33
$2.09M 1.14%
26,497
+797
34
$2.04M 1.12%
32,160
+3,453
35
$2.02M 1.1%
40,800
-2,000
36
$1.86M 1.02%
154,200
-700
37
$1.86M 1.02%
48,976
+8,184
38
$1.83M 1%
11,012
+745
39
$1.72M 0.94%
16,399
+2,284
40
$1.69M 0.93%
15,159
-269
41
$1.47M 0.81%
12,420
-50
42
$1.47M 0.8%
9,719
-25
43
$1.44M 0.79%
27,059
+2,952
44
$1.42M 0.78%
117,018
+99,187
45
$1.38M 0.76%
+30,051
46
$1.33M 0.73%
13,396
+685
47
$1.27M 0.7%
4,926
+4,310
48
$1.18M 0.65%
17,265
+825
49
$1.15M 0.63%
70,995
+8,100
50
$1.1M 0.6%
106,152
+81,108
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2
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