LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.7M
3
+$1.07M
4
TMO icon
Thermo Fisher Scientific
TMO
+$795K
5
AGN
Allergan plc
AGN
+$774K

Top Sells

1
+$4.66M
2
+$2.75M
3
+$1.54M
4
VZ icon
Verizon
VZ
+$810K
5
CVS icon
CVS Health
CVS
+$609K

Sector Composition

1 Healthcare 19.6%
2 Technology 12.93%
3 Consumer Staples 11.47%
4 Financials 11.11%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.15M 0.77%
43,303
52
$1.04M 0.7%
12,710
+100
53
$1M 0.67%
8,435
-15
54
$914K 0.61%
10,752
-70
55
$888K 0.59%
17,450
-685
56
$817K 0.55%
8,126
+725
57
$774K 0.52%
+2,600
58
$767K 0.51%
23,290
59
$756K 0.5%
8,200
-470
60
$741K 0.49%
23,704
-185
61
$739K 0.49%
7,625
-125
62
$730K 0.49%
8,445
+270
63
$664K 0.44%
6,709
+193
64
$654K 0.44%
14,725
-358
65
$634K 0.42%
7,400
+775
66
$622K 0.42%
11,950
-285
67
$604K 0.4%
12,080
-350
68
$601K 0.4%
13,310
69
$594K 0.4%
9,803
70
$575K 0.38%
5,860
+3,705
71
$539K 0.36%
4,680
-675
72
$487K 0.33%
86,763
73
$437K 0.29%
3,169
74
$431K 0.29%
370
+111
75
$418K 0.28%
7,380
+130
1 2
3
4 5