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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.6%
7,662
+323
52
$1.04M 0.57%
18,454
53
$1M 0.55%
4,901
-4,319
54
$999K 0.55%
15,112
+2,638
55
$970K 0.53%
24,003
-25
56
$876K 0.48%
11,084
57
$863K 0.47%
15,000
+13,760
58
$848K 0.46%
5,476
-1,090
59
$841K 0.46%
15,320
-250
60
$782K 0.43%
5,376
-64
61
$771K 0.42%
45,224
+15,056
62
$761K 0.42%
2,959
+603
63
$731K 0.4%
8,279
+240
64
$689K 0.38%
5,942
+749
65
$686K 0.38%
5,730
+1,800
66
$665K 0.36%
8,313
-690
67
$652K 0.36%
6,846
-581
68
$651K 0.36%
77,280
+8,760
69
$648K 0.36%
5,670
+1,640
70
$620K 0.34%
21,282
+19,482
71
$590K 0.32%
17,227
+1,700
72
$582K 0.32%
8,774
73
$578K 0.32%
5,964
74
$566K 0.31%
10,305
+975
75
$554K 0.3%
4,307
-160
1 2
3
4 5