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
$329M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.92M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2M
5
FTNT icon
Fortinet
FTNT
+$1.94M

Top Sells

1
+$1.95M
2
+$436K
3
+$421K
4
AAPL icon
Apple
AAPL
+$161K
5
INTU icon
Intuit
INTU
+$120K

Sector Composition

1 Technology 17.91%
2 Healthcare 13.86%
3 Financials 10.09%
4 Consumer Discretionary 9.52%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.43M 1.35%
38,204
+423
27
$4.29M 1.3%
36,611
+27,270
28
$4.26M 1.3%
40,419
-816
29
$3.79M 1.15%
30,280
-180
30
$3.65M 1.11%
32,439
-513
31
$3.65M 1.11%
79,322
-1,054
32
$3.56M 1.08%
22,866
-299
33
$3.54M 1.08%
62,074
+710
34
$3.45M 1.05%
14,939
-154
35
$3.41M 1.04%
130,984
-376
36
$3.08M 0.94%
22,749
-75
37
$2.9M 0.88%
18,256
-235
38
$2.87M 0.87%
24,152
-197
39
$2.8M 0.85%
54,302
+32,437
40
$2.67M 0.81%
33,134
-5,419
41
$2.63M 0.8%
46,880
-373
42
$2.62M 0.8%
37,570
-1,018
43
$2.58M 0.79%
6,011
44
$2.43M 0.74%
16,414
-2,842
45
$2.41M 0.73%
34,777
-278
46
$2.41M 0.73%
120,320
-4,440
47
$2.36M 0.72%
32,232
-358
48
$2.18M 0.66%
21,413
-288
49
$2.15M 0.65%
8,274
-45
50
$2.09M 0.64%
6,057
+75
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