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
$267M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$377K
3
+$352K
4
NEE icon
NextEra Energy
NEE
+$320K
5
ADBE icon
Adobe
ADBE
+$316K

Top Sells

1
+$456K
2
+$394K
3
+$375K
4
VZ icon
Verizon
VZ
+$289K
5
DUK icon
Duke Energy
DUK
+$220K

Sector Composition

1 Technology 17.71%
2 Healthcare 14.63%
3 Financials 10.14%
4 Consumer Staples 9.05%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.2%
17,561
+120
27
$3.14M 1.18%
65,282
-3,929
28
$3.08M 1.15%
21,332
+19
29
$2.97M 1.11%
37,929
+4,086
30
$2.95M 1.1%
128,156
31
$2.9M 1.09%
79,843
+15,286
32
$2.66M 1%
27,680
33
$2.65M 0.99%
6,610
+733
34
$2.55M 0.96%
27,060
+166
35
$2.54M 0.95%
51,615
+4,895
36
$2.44M 0.91%
29,768
+380
37
$2.38M 0.89%
29,651
+140
38
$2.37M 0.89%
22,702
-90
39
$2.37M 0.89%
21,104
-116
40
$2.3M 0.86%
14,094
-199
41
$2.29M 0.86%
56,745
-1,283
42
$2.23M 0.83%
47,805
+409
43
$2.16M 0.81%
6,011
44
$2.07M 0.78%
47,164
-803
45
$1.93M 0.72%
8,028
+780
46
$1.75M 0.66%
24,534
+3,282
47
$1.68M 0.63%
120,260
+5,772
48
$1.61M 0.6%
42,537
-7,613
49
$1.56M 0.58%
70,443
+9,492
50
$1.56M 0.58%
7,693
-89
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