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
$148M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.13M
3
+$1.06M
4
VZ icon
Verizon
VZ
+$670K
5
T icon
AT&T
T
+$577K

Top Sells

1
+$571K
2
+$402K
3
+$324K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$310K
5
LOW icon
Lowe's Companies
LOW
+$278K

Sector Composition

1 Healthcare 19.65%
2 Consumer Discretionary 13.44%
3 Consumer Staples 11.59%
4 Technology 10.86%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$916K 0.62%
4,350
52
$900K 0.61%
27,566
+17,661
53
$847K 0.57%
11,176
-2,074
54
$841K 0.57%
13,550
-2,250
55
$822K 0.56%
6,778
+125
56
$813K 0.55%
40,051
57
$785K 0.53%
9,266
-453
58
$710K 0.48%
11,423
+2,831
59
$695K 0.47%
8,350
-2,500
60
$670K 0.45%
16,292
+4,428
61
$660K 0.45%
6,573
+1,490
62
$592K 0.4%
15,000
63
$586K 0.4%
17,877
-2,730
64
$576K 0.39%
6,910
+1,830
65
$552K 0.37%
+10,300
66
$550K 0.37%
5,985
+730
67
$534K 0.36%
+26,230
68
$513K 0.35%
5,471
+1,001
69
$512K 0.35%
+13,720
70
$509K 0.34%
4,250
-1,775
71
$505K 0.34%
5,740
-200
72
$504K 0.34%
7,311
-2,900
73
$473K 0.32%
+2,256
74
$461K 0.31%
+15,020
75
$449K 0.3%
3,068
+18
1 2
3
4 5