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
$126M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$273K
3
+$253K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$248K
5
MCD icon
McDonald's
MCD
+$154K

Top Sells

1
+$79.3K
2
+$64.5K
3
+$62.4K
4
CAT icon
Caterpillar
CAT
+$52.2K
5
BKNG icon
Booking.com
BKNG
+$49.6K

Sector Composition

1 Healthcare 16.64%
2 Technology 15.03%
3 Consumer Staples 10.97%
4 Financials 10.87%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.01M 0.8%
21,581
-1,700
52
$926K 0.73%
29,508
53
$898K 0.71%
11,840
+1,755
54
$877K 0.69%
20,190
+400
55
$862K 0.68%
16,025
-1,200
56
$848K 0.67%
15,965
-1,175
57
$833K 0.66%
9,115
+250
58
$825K 0.65%
9,525
-50
59
$745K 0.59%
19,460
60
$681K 0.54%
7,858
+762
61
$631K 0.5%
27,525
+125
62
$624K 0.49%
16,818
-150
63
$616K 0.49%
9,120
-25
64
$582K 0.46%
8,650
-300
65
$580K 0.46%
19,000
+250
66
$569K 0.45%
11,008
-96
67
$550K 0.44%
5,710
+185
68
$526K 0.42%
6,723
+157
69
$525K 0.42%
8,970
-190
70
$523K 0.41%
13,310
71
$498K 0.39%
7,700
+2,000
72
$453K 0.36%
6,000
+300
73
$452K 0.36%
7,875
-275
74
$451K 0.36%
7,090
+205
75
$352K 0.28%
6,498
+258
1 2
3
4