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
$276M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.7M
3
+$9.92M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.93M
5
V icon
Visa
V
+$8.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.68%
2 Healthcare 15.1%
3 Financials 10.6%
4 Consumer Staples 9.62%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.51M 1.27%
+43,202
27
$3.27M 1.18%
+30,467
28
$3.26M 1.18%
+21,157
29
$3.11M 1.13%
+38,756
30
$3.07M 1.11%
+14,289
31
$2.9M 1.05%
+35,412
32
$2.83M 1.02%
+51,239
33
$2.81M 1.02%
+60,348
34
$2.79M 1.01%
+24,209
35
$2.72M 0.99%
+31,100
36
$2.72M 0.99%
+46,299
37
$2.68M 0.97%
+21,063
38
$2.59M 0.94%
+48,574
39
$2.52M 0.91%
+16,956
40
$2.41M 0.87%
+62,683
41
$2.29M 0.83%
+29,619
42
$2.26M 0.82%
+6,011
43
$2.23M 0.81%
+47,251
44
$1.85M 0.67%
+21,742
45
$1.84M 0.67%
+7,514
46
$1.82M 0.66%
+9,019
47
$1.72M 0.62%
+80,415
48
$1.69M 0.61%
+5,871
49
$1.68M 0.61%
+17,001
50
$1.67M 0.6%
+103,776
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