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
$192M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$414K
3
+$379K
4
NEE icon
NextEra Energy
NEE
+$337K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$256K

Top Sells

1
+$3.55M
2
+$2.1M
3
+$1.49M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M
5
COP icon
ConocoPhillips
COP
+$610K

Sector Composition

1 Technology 18.69%
2 Healthcare 15.97%
3 Financials 11.88%
4 Consumer Staples 9.48%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.54M 1.33%
58,628
+448
27
$2.5M 1.31%
25,119
-6
28
$2.39M 1.25%
44,456
+983
29
$2.39M 1.25%
152,758
+80
30
$2.3M 1.2%
26,465
-1,103
31
$2.29M 1.2%
66,568
+1,581
32
$2.21M 1.15%
29,004
+770
33
$1.98M 1.03%
56,802
+415
34
$1.92M 1%
23,759
35
$1.88M 0.98%
32,260
36
$1.82M 0.95%
15,160
+37
37
$1.74M 0.91%
10,521
-215
38
$1.68M 0.87%
18,612
+739
39
$1.61M 0.84%
34,759
+551
40
$1.56M 0.81%
6,021
-2,355
41
$1.45M 0.76%
29,020
-9,564
42
$1.34M 0.7%
19,134
+671
43
$1.31M 0.69%
101,732
+4,368
44
$1.3M 0.68%
17,628
45
$1.29M 0.67%
23,769
46
$1.19M 0.62%
19,848
+5,608
47
$1.17M 0.61%
78,039
+17,100
48
$1.13M 0.59%
4,681
-15
49
$1.04M 0.55%
18,939
+804
50
$1.03M 0.54%
6,207
+520
1
2
3 4 5