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
$452M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$383K
3
+$255K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$243K
5
WEC icon
WEC Energy
WEC
+$239K

Top Sells

1
+$1.83M
2
+$428K
3
+$223K
4
PH icon
Parker-Hannifin
PH
+$203K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 21.25%
2 Healthcare 11.35%
3 Financials 8.91%
4 Consumer Discretionary 8.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.42M 1.2%
25,695
-78
27
$5.26M 1.16%
67,854
+291
28
$5.21M 1.15%
22,423
-102
29
$4.98M 1.1%
43,663
+54
30
$4.82M 1.07%
16,729
-53
31
$4.74M 1.05%
45,259
-551
32
$4.69M 1.04%
180,252
+2,912
33
$4.47M 0.99%
46,562
+2,003
34
$4.4M 0.97%
123,080
35
$4.3M 0.95%
19,971
36
$4.21M 0.93%
25,186
37
$4.17M 0.92%
11,543
+301
38
$4.13M 0.91%
34,120
+90
39
$3.69M 0.82%
111,161
-3,262
40
$3.63M 0.8%
9,323
+116
41
$3.29M 0.73%
30,527
42
$3.29M 0.73%
55,232
+380
43
$3.21M 0.71%
156,232
+870
44
$3.1M 0.69%
53,245
+1,705
45
$3.03M 0.67%
5,246
46
$3.01M 0.67%
11,863
-208
47
$2.89M 0.64%
29,634
-259
48
$2.88M 0.64%
5,571
+12
49
$2.86M 0.63%
110,994
+19,790
50
$2.78M 0.62%
26,742
+58
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