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
$371M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.38M
3
+$2.05M
4
CARR icon
Carrier Global
CARR
+$1.2M
5
BLK icon
Blackrock
BLK
+$956K

Top Sells

1
+$3.18M
2
+$912K
3
+$795K
4
COST icon
Costco
COST
+$576K
5
HD icon
Home Depot
HD
+$552K

Sector Composition

1 Technology 18.9%
2 Healthcare 14.15%
3 Financials 9.22%
4 Consumer Discretionary 9.06%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.32M 1.17%
29,880
-400
27
$4.31M 1.16%
50,890
-2,560
28
$4.28M 1.15%
40,928
+298
29
$4.2M 1.13%
130,984
30
$4.15M 1.12%
30,656
-1,793
31
$3.78M 1.02%
14,110
-717
32
$3.59M 0.97%
22,667
-805
33
$3.48M 0.94%
18,007
+30
34
$3.36M 0.91%
74,005
-5,317
35
$3.31M 0.89%
46,045
+450
36
$3.23M 0.87%
109,970
-13,370
37
$3.23M 0.87%
57,407
-4,690
38
$3M 0.81%
22,047
-702
39
$2.99M 0.81%
58,646
-138
40
$2.94M 0.79%
31,471
-2,633
41
$2.87M 0.77%
6,011
42
$2.81M 0.76%
20,562
-3,399
43
$2.76M 0.75%
31,132
-3,662
44
$2.76M 0.74%
47,933
-3,249
45
$2.55M 0.69%
14,658
-1,426
46
$2.47M 0.67%
47,513
+124
47
$2.38M 0.64%
+27,676
48
$2.31M 0.62%
112,640
+600
49
$2.3M 0.62%
19,803
-1,572
50
$2.25M 0.61%
26,200
-5,727
1
2
3 4 5