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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.17M
3
+$2.97M
4
CVS icon
CVS Health
CVS
+$2.94M
5
IBM icon
IBM
IBM
+$2.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.8%
2 Technology 14.62%
3 Consumer Staples 11.69%
4 Financials 11.37%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.03M 0.89%
+29,805
52
$979K 0.84%
+8,805
53
$875K 0.75%
+21,405
54
$829K 0.71%
+9,575
55
$811K 0.7%
+19,790
56
$781K 0.67%
+10,085
57
$767K 0.66%
+8,865
58
$761K 0.65%
+17,225
59
$715K 0.62%
+19,460
60
$664K 0.57%
+27,400
61
$609K 0.52%
+7,096
62
$591K 0.51%
+9,145
63
$586K 0.5%
+11,104
64
$583K 0.5%
+18,750
65
$552K 0.48%
+16,968
66
$530K 0.46%
+13,310
67
$514K 0.44%
+8,950
68
$478K 0.41%
+6,566
69
$472K 0.41%
+9,160
70
$426K 0.37%
+5,700
71
$425K 0.37%
+8,150
72
$416K 0.36%
+6,885
73
$359K 0.31%
+5,525
74
$354K 0.3%
+13,253
75
$340K 0.29%
+9,960
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3
4