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
$191M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$1M
3
+$919K
4
ABT icon
Abbott
ABT
+$833K
5
CB icon
Chubb
CB
+$505K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$967K
4
INTU icon
Intuit
INTU
+$468K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$323K

Sector Composition

1 Technology 19.48%
2 Healthcare 17.25%
3 Financials 14.7%
4 Consumer Discretionary 12.24%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3M 1.57%
20,668
+211
27
$2.93M 1.53%
59,256
+6,804
28
$2.9M 1.51%
54,626
+4,955
29
$2.77M 1.45%
35,957
+2,790
30
$2.75M 1.44%
29,088
+486
31
$2.68M 1.4%
36,561
+11,351
32
$2.62M 1.37%
33,964
+403
33
$2.47M 1.29%
16,793
-431
34
$2.37M 1.24%
163,520
+7,920
35
$2.2M 1.15%
36,860
-3,400
36
$1.93M 1.01%
11,521
+25
37
$1.91M 1%
21,053
+1,760
38
$1.85M 0.96%
31,939
+1,598
39
$1.82M 0.95%
34,088
-18,112
40
$1.78M 0.93%
15,892
+883
41
$1.77M 0.92%
35,986
+18,688
42
$1.71M 0.89%
15,127
+372
43
$1.59M 0.83%
21,188
+4,580
44
$1.52M 0.79%
5,395
+83
45
$1.49M 0.78%
127,170
+18,072
46
$1.46M 0.76%
11,910
-395
47
$1.44M 0.75%
8,088
+2,130
48
$1.19M 0.62%
25,088
49
$1.17M 0.61%
5,233
-123
50
$1.12M 0.58%
17,355
+214
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