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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.08M 0.57%
24,903
+900
52
$1.03M 0.55%
11,084
53
$1.02M 0.54%
17,265
54
$869K 0.46%
5,356
-20
55
$852K 0.45%
13,620
-1,700
56
$838K 0.44%
8,313
57
$806K 0.43%
5,091
+1,541
58
$805K 0.43%
86,456
+9,176
59
$768K 0.41%
5,730
60
$734K 0.39%
6,846
61
$724K 0.38%
8,079
-200
62
$716K 0.38%
21,282
63
$709K 0.38%
4,545
-931
64
$707K 0.37%
17,287
+60
65
$704K 0.37%
5,942
66
$666K 0.35%
36,800
-8,424
67
$655K 0.35%
11,830
+9,257
68
$653K 0.35%
5,664
-300
69
$639K 0.34%
8,895
+121
70
$633K 0.33%
10,305
71
$588K 0.31%
7,953
72
$588K 0.31%
2,876
-84
73
$570K 0.3%
2,713
-200
74
$567K 0.3%
4,800
+484
75
$565K 0.3%
4,002
-305
1 2
3
4 5