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
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$937K
3
+$773K
4
AMT icon
American Tower
AMT
+$153K
5
SCHW icon
Charles Schwab
SCHW
+$145K

Top Sells

1
+$5.19M
2
+$1.87M
3
+$1.61M
4
NEOG icon
Neogen
NEOG
+$1.09M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$386K

Sector Composition

1 Technology 18.97%
2 Healthcare 17.88%
3 Financials 13.93%
4 Industrials 10.51%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.73M 1.65%
33,916
-272
27
$2.67M 1.61%
28,214
+108
28
$2.53M 1.53%
27,676
-707
29
$2.5M 1.51%
52,181
+16,177
30
$2.35M 1.42%
48,160
+917
31
$2.15M 1.3%
33,116
+505
32
$2.13M 1.29%
49,864
+264
33
$2.09M 1.26%
152,920
-1,280
34
$2.08M 1.26%
40,260
-340
35
$1.93M 1.17%
30,981
-1,179
36
$1.82M 1.1%
18,114
+332
37
$1.79M 1.08%
11,462
38
$1.59M 0.96%
14,470
+306
39
$1.58M 0.95%
14,435
-74
40
$1.53M 0.93%
27,977
+30
41
$1.37M 0.83%
11,995
-370
42
$1.29M 0.78%
24,788
-115
43
$1.25M 0.76%
4,726
+4,000
44
$1.24M 0.75%
20,742
+2,334
45
$1.11M 0.67%
15,251
+139
46
$1.09M 0.66%
5,318
-49
47
$1.06M 0.64%
11,084
48
$1.03M 0.62%
96,864
-870
49
$996K 0.6%
60,951
-1,500
50
$938K 0.57%
5,356
1
2
3 4 5