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
$339M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.08M
3
+$959K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$894K
5
BND icon
Vanguard Total Bond Market
BND
+$787K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$480K
4
AAPL icon
Apple
AAPL
+$389K
5
VZ icon
Verizon
VZ
+$324K

Sector Composition

1 Technology 20.12%
2 Healthcare 12.2%
3 Financials 9.32%
4 Consumer Discretionary 8.84%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.13M 1.22%
46,346
+3,048
27
$4.01M 1.18%
41,431
+4,302
28
$3.86M 1.14%
65,767
+6,053
29
$3.79M 1.12%
22,393
+1,582
30
$3.72M 1.1%
25,660
+302
31
$3.66M 1.08%
17,557
32
$3.61M 1.07%
9,048
+1,498
33
$3.59M 1.06%
21,806
+461
34
$3.57M 1.05%
27,041
35
$3.46M 1.02%
126,804
36
$3.32M 0.98%
47,554
+11,273
37
$3.24M 0.96%
21,109
38
$2.83M 0.84%
6,589
+539
39
$2.77M 0.82%
49,566
+423
40
$2.71M 0.8%
35,801
+2,868
41
$2.7M 0.8%
9,873
+1,732
42
$2.62M 0.77%
45,799
+6,029
43
$2.47M 0.73%
4,838
+575
44
$2.43M 0.72%
133,500
+10,052
45
$2.35M 0.7%
138,678
+52,652
46
$2.31M 0.68%
13,605
-54
47
$2.3M 0.68%
49,524
48
$2.29M 0.68%
31,792
+299
49
$1.99M 0.59%
24,756
+17
50
$1.95M 0.58%
8,314
+2,508
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