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
$127M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$536K
3
+$374K
4
HCSG icon
Healthcare Services Group
HCSG
+$249K
5
MCK icon
McKesson
MCK
+$215K

Top Sells

1
+$781K
2
+$659K
3
+$653K
4
MBTF
MBT Financial Corporation
MBTF
+$498K
5
WFM
Whole Foods Market Inc
WFM
+$473K

Sector Composition

1 Healthcare 20.75%
2 Technology 13.46%
3 Financials 11.89%
4 Consumer Staples 11.23%
5 Consumer Discretionary 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$824K 0.65%
16,300
-1,100
52
$798K 0.63%
24,286
-7,160
53
$772K 0.61%
43,053
54
$751K 0.59%
6,217
-2,195
55
$663K 0.52%
9,210
-3,485
56
$652K 0.51%
6,925
-1,000
57
$634K 0.5%
7,040
-1,890
58
$622K 0.49%
11,430
-650
59
$620K 0.49%
6,638
-1,408
60
$607K 0.48%
20,139
-3,550
61
$591K 0.47%
2,176
-369
62
$577K 0.45%
9,755
+1,905
63
$573K 0.45%
9,403
-400
64
$551K 0.43%
22,140
-1,150
65
$541K 0.43%
13,160
+350
66
$536K 0.42%
+4,900
67
$516K 0.41%
5,550
-242
68
$470K 0.37%
5,845
-2,255
69
$466K 0.37%
4,745
-1,485
70
$459K 0.36%
4,655
-2,995
71
$403K 0.32%
3,470
-965
72
$395K 0.31%
3,855
-385
73
$380K 0.3%
307
-107
74
$376K 0.3%
3,169
75
$366K 0.29%
4,920
-5,432
1 2
3
4