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
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.77%
8,387
-489
52
$1.1M 0.72%
23,341
53
$1.07M 0.7%
4,966
+616
54
$1.02M 0.66%
+23,935
55
$983K 0.64%
40,051
56
$972K 0.63%
25,902
+8,025
57
$941K 0.61%
13,461
+2,285
58
$810K 0.53%
9,166
-100
59
$794K 0.52%
13,475
-75
60
$793K 0.52%
10,903
-1,700
61
$787K 0.51%
6,626
-152
62
$723K 0.47%
+14,988
63
$673K 0.44%
6,501
-72
64
$638K 0.42%
7,950
-400
65
$627K 0.41%
15,000
66
$598K 0.39%
12,484
-3,808
67
$581K 0.38%
5,740
68
$539K 0.35%
8,092
-3,331
69
$511K 0.33%
5,865
-120
70
$494K 0.32%
4,250
71
$480K 0.31%
8,774
+2,150
72
$462K 0.3%
8,655
+1,160
73
$458K 0.3%
3,400
74
$452K 0.29%
7,311
75
$440K 0.29%
3,068
1 2
3
4 5