LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$675K
3
+$376K
4
BND icon
Vanguard Total Bond Market
BND
+$367K
5
PEP icon
PepsiCo
PEP
+$325K

Top Sells

1
+$3.6M
2
+$1.25M
3
+$1.19M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$527K

Sector Composition

1 Technology 17.92%
2 Healthcare 14.78%
3 Financials 10.51%
4 Consumer Discretionary 10.16%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.57M 1.23%
32,952
+2,485
27
$3.53M 1.22%
23,165
+2,102
28
$3.39M 1.17%
61,364
+1,016
29
$3.38M 1.17%
15,093
+804
30
$3.3M 1.14%
131,360
-17,476
31
$3.25M 1.12%
38,553
-203
32
$3.18M 1.1%
58,128
+6,889
33
$3.15M 1.09%
30,460
-640
34
$3.08M 1.06%
80,273
+17,590
35
$3.07M 1.06%
22,824
-2,910
36
$2.92M 1.01%
18,491
-2,666
37
$2.75M 0.95%
47,253
+954
38
$2.74M 0.95%
35,055
-357
39
$2.73M 0.94%
38,588
+1,984
40
$2.72M 0.94%
19,256
+2,300
41
$2.72M 0.94%
24,349
+140
42
$2.46M 0.85%
32,590
+2,971
43
$2.39M 0.83%
6,011
44
$2.03M 0.7%
8,319
+805
45
$1.99M 0.69%
21,701
-41
46
$1.95M 0.67%
10,097
+1,078
47
$1.85M 0.64%
5,982
+111
48
$1.75M 0.6%
107,968
+4,192
49
$1.74M 0.6%
19,523
+1,183
50
$1.67M 0.57%
124,760
+7,800
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