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
$165M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$378K
3
+$282K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$245K

Top Sells

1
+$1.51M
2
+$1.48M
3
+$1.26M
4
F icon
Ford
F
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Sector Composition

1 Healthcare 19.92%
2 Technology 16.17%
3 Financials 12.63%
4 Consumer Discretionary 12.44%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$943K 0.57%
62,895
+7,080
52
$889K 0.54%
18,454
-5,000
53
$857K 0.52%
15,570
+1,000
54
$834K 0.51%
11,084
+2,000
55
$816K 0.49%
12,474
+830
56
$815K 0.49%
24,028
-3,080
57
$727K 0.44%
7,427
+1,975
58
$698K 0.42%
8,039
-2,375
59
$686K 0.42%
9,003
-200
60
$676K 0.41%
5,440
61
$662K 0.4%
10,748
-1,817
62
$571K 0.35%
2,356
+605
63
$544K 0.33%
8,774
64
$543K 0.33%
68,520
+9,416
65
$534K 0.32%
3,800
-450
66
$533K 0.32%
4,467
-1,448
67
$529K 0.32%
5,193
-1,950
68
$519K 0.31%
2,960
-108
69
$509K 0.31%
4,030
-4,202
70
$493K 0.3%
7,554
71
$483K 0.29%
15,527
+675
72
$482K 0.29%
30,168
+3,724
73
$463K 0.28%
7,225
-2,700
74
$459K 0.28%
9,330
75
$456K 0.28%
6,211
-600
1 2
3
4 5