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
$449M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$595K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$499K
5
AMZN icon
Amazon
AMZN
+$424K

Top Sells

1
+$346K
2
+$290K
3
+$227K
4
CARR icon
Carrier Global
CARR
+$199K
5
COST icon
Costco
COST
+$170K

Sector Composition

1 Technology 20.61%
2 Financials 10.72%
3 Healthcare 10.64%
4 Consumer Discretionary 8.24%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.61M 1.25%
22,124
+114
27
$5.52M 1.23%
22,247
+76
28
$5.29M 1.18%
211,184
+52,445
29
$5.07M 1.13%
16,777
+48
30
$4.98M 1.11%
45,239
31
$4.84M 1.08%
22,235
+316
32
$4.84M 1.08%
36,524
+383
33
$4.77M 1.06%
123,080
34
$4.71M 1.05%
12,666
+66
35
$4.37M 0.97%
50,153
+1,321
36
$4.03M 0.9%
21,948
-715
37
$3.95M 0.88%
19,971
38
$3.84M 0.85%
24,553
-73
39
$3.39M 0.76%
6,036
+197
40
$3.38M 0.75%
170,864
+25,213
41
$3.36M 0.75%
11,863
42
$3.08M 0.68%
100,122
-2,318
43
$2.97M 0.66%
30,426
44
$2.95M 0.66%
125,821
+14,425
45
$2.95M 0.66%
53,485
+135
46
$2.8M 0.62%
27,152
+239
47
$2.73M 0.61%
49,534
-386
48
$2.71M 0.6%
29,906
-18
49
$2.66M 0.59%
95,159
+21,273
50
$2.58M 0.57%
14,930
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