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
$140M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$642K
3
+$320K
4
EPD icon
Enterprise Products Partners
EPD
+$265K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$213K

Top Sells

1
+$1.55M
2
+$848K
3
+$593K
4
CAT icon
Caterpillar
CAT
+$258K
5
MCD icon
McDonald's
MCD
+$177K

Sector Composition

1 Healthcare 18.46%
2 Technology 15.14%
3 Financials 11.02%
4 Consumer Staples 10.47%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.14M 0.82%
14,040
-300
52
$1.03M 0.74%
20,880
-525
53
$996K 0.71%
12,480
+8,050
54
$981K 0.7%
11,915
+75
55
$972K 0.69%
20,040
-150
56
$946K 0.68%
9,005
-110
57
$895K 0.64%
27,000
+8,000
58
$883K 0.63%
15,375
-650
59
$830K 0.59%
9,525
60
$717K 0.51%
7,833
-25
61
$714K 0.51%
19,285
-175
62
$701K 0.5%
27,025
-500
63
$696K 0.5%
6,635
+925
64
$677K 0.48%
8,100
-550
65
$674K 0.48%
8,970
-150
66
$640K 0.46%
16,668
-150
67
$633K 0.45%
13,310
68
$585K 0.42%
10,003
-1,005
69
$572K 0.41%
8,125
+250
70
$570K 0.41%
6,632
-91
71
$540K 0.39%
7,700
72
$505K 0.36%
8,730
-240
73
$503K 0.36%
7,090
74
$408K 0.29%
4,500
-1,500
75
$384K 0.27%
6,468
-30
1 2
3
4