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
$334M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.96M
3
+$1.41M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.03M
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$1.79M
2
+$782K
3
+$549K
4
WELL icon
Welltower
WELL
+$265K
5
MMM icon
3M
MMM
+$209K

Sector Composition

1 Technology 20.83%
2 Healthcare 11.66%
3 Financials 9.35%
4 Consumer Discretionary 8.84%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.14M 1.24%
21,345
+727
27
$4.12M 1.23%
43,298
+3,136
28
$4.05M 1.21%
37,129
+522
29
$3.89M 1.16%
20,811
+245
30
$3.74M 1.12%
126,804
+700
31
$3.69M 1.11%
25,358
+234
32
$3.55M 1.07%
7,550
+406
33
$3.38M 1.01%
17,557
+116
34
$3.27M 0.98%
27,041
+161
35
$3.09M 0.92%
31,493
+460
36
$2.95M 0.88%
39,770
+204
37
$2.79M 0.84%
21,109
+220
38
$2.77M 0.83%
37,033
+476
39
$2.75M 0.83%
32,933
+1,072
40
$2.7M 0.81%
6,050
+250
41
$2.64M 0.79%
36,281
+8,332
42
$2.53M 0.76%
13,659
-361
43
$2.48M 0.74%
8,141
+496
44
$2.48M 0.74%
49,340
+1,681
45
$2.36M 0.71%
49,524
+2,653
46
$2.31M 0.69%
123,448
+1,380
47
$2.22M 0.66%
24,826
+370
48
$2.2M 0.66%
24,739
+120
49
$2.08M 0.63%
4,263
+502
50
$1.96M 0.59%
+72,322
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