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
$227M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$899K
3
+$730K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$403K
5
PGR icon
Progressive
PGR
+$339K

Top Sells

1
+$2.16M
2
+$529K
3
+$395K
4
V icon
Visa
V
+$319K
5
STZ icon
Constellation Brands
STZ
+$247K

Sector Composition

1 Technology 16.83%
2 Healthcare 13.72%
3 Financials 13.24%
4 Consumer Discretionary 10.19%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.42M 1.51%
39,106
+2,147
27
$3.33M 1.47%
97,880
28
$3.23M 1.42%
37,628
-934
29
$3.01M 1.33%
35,936
-791
30
$2.94M 1.29%
27,684
+8
31
$2.6M 1.14%
42,990
+3,858
32
$2.49M 1.1%
152,678
-2,440
33
$2.48M 1.09%
33,074
+9,724
34
$2.48M 1.09%
15,268
-135
35
$2.44M 1.07%
56,387
-510
36
$2.31M 1.02%
10,747
-725
37
$2.21M 0.97%
23,904
+962
38
$2.13M 0.94%
28,184
+92
39
$2.11M 0.93%
7,081
40
$2.09M 0.92%
17,786
+426
41
$2.08M 0.92%
34,575
-63
42
$2.06M 0.91%
14,987
-218
43
$1.98M 0.87%
32,460
-1,000
44
$1.84M 0.81%
31,972
-1,537
45
$1.69M 0.74%
18,591
+889
46
$1.53M 0.68%
96,332
-238
47
$1.49M 0.65%
12,523
-597
48
$1.47M 0.65%
15,728
+4,316
49
$1.35M 0.6%
17,526
+4,390
50
$1.35M 0.59%
5,383
-176
1
2
3 4 5