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
$451M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$855K
3
+$610K
4
POWL icon
Powell Industries
POWL
+$563K
5
FNF icon
Fidelity National Financial
FNF
+$398K

Top Sells

1
+$2.09M
2
+$600K
3
+$389K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$351K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$343K

Sector Composition

1 Technology 22.25%
2 Healthcare 10.2%
3 Financials 9.84%
4 Consumer Discretionary 8.78%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.16M 1.14%
22,010
+121
27
$5.01M 1.11%
22,663
+501
28
$4.97M 1.1%
43,939
+276
29
$4.74M 1.05%
45,239
-20
30
$4.71M 1.05%
48,832
+2,270
31
$4.69M 1.04%
24,626
-560
32
$4.62M 1.03%
16,729
33
$4.54M 1.01%
12,600
+1,057
34
$4.5M 1%
19,971
35
$4.43M 0.98%
123,080
36
$4.42M 0.98%
158,739
-21,513
37
$4.18M 0.93%
36,141
+2,021
38
$4.02M 0.89%
21,919
-504
39
$3.44M 0.76%
5,839
+593
40
$3.3M 0.73%
30,426
-101
41
$3.22M 0.71%
102,440
-8,721
42
$2.88M 0.64%
111,396
+402
43
$2.84M 0.63%
11,863
44
$2.83M 0.63%
9,429
+808
45
$2.83M 0.63%
53,350
+105
46
$2.82M 0.63%
49,920
-5,312
47
$2.69M 0.6%
145,651
-10,581
48
$2.67M 0.59%
29,924
+290
49
$2.59M 0.57%
14,234
+72
50
$2.5M 0.56%
72,322
1
2
3 4 5