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
$141M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.41M
3
+$1.33M
4
TMO icon
Thermo Fisher Scientific
TMO
+$742K
5
HD icon
Home Depot
HD
+$623K

Top Sells

1
+$1.6M
2
+$1.12M
3
+$641K
4
MO icon
Altria Group
MO
+$454K
5
JCI icon
Johnson Controls International
JCI
+$315K

Sector Composition

1 Healthcare 18.38%
2 Technology 15.09%
3 Financials 11.23%
4 Consumer Staples 10.53%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.77%
10,822
-1,799
52
$1.07M 0.76%
7,455
-235
53
$1.06M 0.75%
8,450
-423
54
$1.06M 0.75%
13,510
-340
55
$1.03M 0.73%
21,530
-200
56
$1.02M 0.72%
13,750
-1,475
57
$968K 0.68%
24,740
-2,260
58
$925K 0.65%
19,535
-65
59
$914K 0.65%
8,900
-85
60
$809K 0.57%
26,175
61
$798K 0.56%
7,623
-250
62
$752K 0.53%
8,920
63
$742K 0.52%
+6,288
64
$727K 0.51%
19,005
65
$668K 0.47%
13,310
66
$618K 0.44%
6,799
+177
67
$615K 0.43%
8,375
68
$607K 0.43%
16,378
69
$590K 0.42%
7,180
-13,655
70
$571K 0.4%
9,903
-100
71
$549K 0.39%
13,080
-10,820
72
$503K 0.36%
7,233
-273
73
$492K 0.35%
5,835
-950
74
$481K 0.34%
7,250
-450
75
$475K 0.34%
86,763
+5,401
1 2
3
4