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
$149M
AUM Growth
-$885K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$753K
3
+$288K
4
WFC icon
Wells Fargo
WFC
+$267K
5
FDX icon
FedEx
FDX
+$256K

Top Sells

1
+$774K
2
+$296K
3
+$218K
4
EOG icon
EOG Resources
EOG
+$216K
5
JCI icon
Johnson Controls International
JCI
+$202K

Sector Composition

1 Healthcare 20.24%
2 Technology 13.13%
3 Financials 11.44%
4 Consumer Staples 10.84%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.72%
8,412
-23
52
$1M 0.67%
43,053
-250
53
$993K 0.67%
12,695
-15
54
$897K 0.6%
17,400
-50
55
$861K 0.58%
10,352
-400
56
$835K 0.56%
8,930
+485
57
$784K 0.53%
8,046
-80
58
$772K 0.52%
+2,545
59
$757K 0.51%
7,925
-275
60
$741K 0.5%
7,650
+25
61
$729K 0.49%
6,230
+370
62
$721K 0.48%
23,689
-15
63
$696K 0.47%
23,290
64
$664K 0.45%
9,803
65
$657K 0.44%
12,810
-500
66
$650K 0.44%
8,100
+700
67
$609K 0.41%
13,217
-1,508
68
$591K 0.4%
12,080
69
$573K 0.38%
5,792
-917
70
$541K 0.36%
4,435
+2,360
71
$522K 0.35%
7,850
+3,700
72
$522K 0.35%
3,900
+1,295
73
$498K 0.33%
86,763
74
$477K 0.32%
414
+44
75
$473K 0.32%
11,990
+40
1 2
3
4 5