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
$288M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$455K
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$322K
5
DG icon
Dollar General
DG
+$314K

Top Sells

1
+$698K
2
+$451K
3
+$415K
4
AAPL icon
Apple
AAPL
+$372K
5
COST icon
Costco
COST
+$339K

Sector Composition

1 Technology 16.82%
2 Healthcare 14.6%
3 Financials 11.59%
4 Consumer Discretionary 8.8%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.53M 1.22%
38,652
-2,139
27
$3.38M 1.17%
80,472
+629
28
$3.37M 1.17%
7,178
+568
29
$3.37M 1.17%
25,106
+2,404
30
$3.24M 1.12%
38,728
+799
31
$3.04M 1.05%
30,123
+355
32
$3M 1.04%
20,640
-692
33
$2.98M 1.03%
126,104
-2,052
34
$2.78M 0.96%
56,164
-9,118
35
$2.69M 0.93%
61,749
+5,004
36
$2.69M 0.93%
21,029
-75
37
$2.69M 0.93%
55,007
+3,392
38
$2.55M 0.88%
14,094
39
$2.47M 0.86%
29,949
+298
40
$2.44M 0.85%
27,480
-200
41
$2.3M 0.8%
47,406
+242
42
$2.29M 0.79%
9,302
+1,274
43
$2.24M 0.78%
46,871
-934
44
$2.22M 0.77%
5,771
-240
45
$2.11M 0.73%
24,330
-2,730
46
$2.02M 0.7%
138,510
+12,600
47
$1.98M 0.69%
78,822
+8,379
48
$1.93M 0.67%
24,684
+279
49
$1.88M 0.65%
7,691
-2
50
$1.72M 0.6%
23,966
-568
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