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
$136M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$220K
3
+$203K
4
VZ icon
Verizon
VZ
+$129K
5
XEC
CIMAREX ENERGY CO
XEC
+$126K

Top Sells

1
+$683K
2
+$560K
3
+$413K
4
ITC
ITC HOLDINGS CORP
ITC
+$283K
5
KO icon
Coca-Cola
KO
+$276K

Sector Composition

1 Healthcare 19.14%
2 Technology 15.31%
3 Financials 11.12%
4 Consumer Staples 9.95%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.06M 0.78%
21,730
+850
52
$1.04M 0.76%
12,680
+200
53
$1M 0.74%
15,225
-150
54
$951K 0.7%
12,015
+100
55
$936K 0.69%
27,000
56
$916K 0.67%
7,690
+1,055
57
$902K 0.66%
19,600
-440
58
$895K 0.66%
23,900
-11,025
59
$875K 0.64%
8,985
-20
60
$773K 0.57%
7,873
+40
61
$727K 0.53%
8,920
-50
62
$695K 0.51%
19,005
-280
63
$689K 0.51%
13,310
64
$684K 0.5%
8,050
-75
65
$676K 0.5%
26,175
-850
66
$626K 0.46%
8,375
+275
67
$607K 0.45%
10,003
68
$586K 0.43%
16,378
-290
69
$573K 0.42%
6,622
-10
70
$555K 0.41%
6,785
-2,740
71
$514K 0.38%
7,700
72
$509K 0.37%
7,506
+416
73
$506K 0.37%
9,980
+1,250
74
$405K 0.3%
4,500
75
$400K 0.29%
81,362
1 2
3
4