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
$138M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$75.5K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.8K
5
WFM
Whole Foods Market Inc
WFM
+$44.6K

Top Sells

1
+$590K
2
+$291K
3
+$231K
4
AGN
Allergan Inc
AGN
+$225K
5
MCD icon
McDonald's
MCD
+$132K

Sector Composition

1 Healthcare 18.61%
2 Technology 15.85%
3 Financials 11.12%
4 Consumer Staples 10.81%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.13M 0.82%
11,400
+50
52
$1.1M 0.8%
13,110
-400
53
$1.03M 0.75%
8,430
-20
54
$1.02M 0.74%
10,822
55
$997K 0.72%
24,740
56
$914K 0.66%
7,220
-235
57
$879K 0.64%
8,945
+45
58
$859K 0.62%
18,835
-700
59
$842K 0.61%
24,189
-1,986
60
$826K 0.6%
6,788
+500
61
$809K 0.59%
13,650
-100
62
$786K 0.57%
7,373
-250
63
$700K 0.51%
8,670
-250
64
$677K 0.49%
18,355
-650
65
$664K 0.48%
13,310
66
$619K 0.45%
8,375
67
$616K 0.45%
6,726
-73
68
$611K 0.44%
15,958
-420
69
$591K 0.43%
9,803
-100
70
$571K 0.41%
12,430
-650
71
$494K 0.36%
6,777
-456
72
$483K 0.35%
12,675
+1,170
73
$470K 0.34%
5,635
-200
74
$466K 0.34%
7,450
+200
75
$415K 0.3%
86,763
1 2
3
4