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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.82M 1.49%
28,106
-550
27
$2.57M 1.36%
19,341
+400
28
$2.55M 1.35%
34,188
-400
29
$2.54M 1.35%
28,383
+1,886
30
$2.53M 1.34%
32,160
-365
31
$2.52M 1.33%
23,752
-290
32
$2.28M 1.2%
40,600
-200
33
$2.23M 1.18%
32,611
+451
34
$2.22M 1.17%
47,243
+60
35
$2.14M 1.13%
154,200
36
$1.99M 1.05%
49,600
+624
37
$1.99M 1.05%
11,462
+450
38
$1.87M 0.99%
36,004
-17,312
39
$1.8M 0.95%
17,782
+1,383
40
$1.7M 0.9%
14,509
-650
41
$1.67M 0.88%
27,947
+888
42
$1.65M 0.87%
12,365
-55
43
$1.61M 0.85%
9,699
-20
44
$1.6M 0.84%
14,164
+768
45
$1.27M 0.67%
5,367
+466
46
$1.13M 0.6%
15,112
47
$1.1M 0.58%
62,451
-8,544
48
$1.09M 0.58%
97,734
-8,418
49
$1.08M 0.57%
18,408
-46
50
$1.08M 0.57%
7,412
-250
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