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
$132M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.47M
3
+$313K
4
SYY icon
Sysco
SYY
+$218K
5
ZBH icon
Zimmer Biomet
ZBH
+$204K

Top Sells

1
+$1.13M
2
+$1.03M
3
+$925K
4
ETP
Energy Transfer Partners L.p.
ETP
+$878K
5
PKG icon
Packaging Corp of America
PKG
+$602K

Sector Composition

1 Healthcare 21.66%
2 Financials 12.56%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.96%
5 Technology 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$786K 0.59%
12,465
-9,540
52
$740K 0.56%
40,051
-3,002
53
$719K 0.54%
9,055
-155
54
$700K 0.53%
20,314
+175
55
$683K 0.52%
13,670
-18,517
56
$680K 0.51%
2,176
57
$665K 0.5%
11,430
58
$664K 0.5%
6,463
-175
59
$655K 0.49%
6,730
-310
60
$646K 0.49%
6,950
+25
61
$618K 0.47%
8,980
-775
62
$594K 0.45%
8,997
-406
63
$550K 0.42%
13,160
64
$529K 0.4%
5,315
-235
65
$488K 0.37%
5,765
-80
66
$456K 0.34%
4,505
-240
67
$442K 0.33%
3,665
-8,515
68
$436K 0.33%
4,530
-125
69
$390K 0.29%
306
-1
70
$389K 0.29%
3,303
-167
71
$384K 0.29%
3,050
-119
72
$362K 0.27%
14,140
-8,000
73
$362K 0.27%
10,262
74
$356K 0.27%
4,050
75
$348K 0.26%
4,470
-450
1 2
3
4