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
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$937K
3
+$773K
4
AMT icon
American Tower
AMT
+$153K
5
SCHW icon
Charles Schwab
SCHW
+$145K

Top Sells

1
+$5.19M
2
+$1.87M
3
+$1.61M
4
NEOG icon
Neogen
NEOG
+$1.09M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$386K

Sector Composition

1 Technology 18.97%
2 Healthcare 17.88%
3 Financials 13.93%
4 Industrials 10.51%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$937K 0.57%
+25,051
52
$921K 0.56%
16,925
-340
53
$909K 0.55%
7,092
-320
54
$831K 0.5%
5,166
+75
55
$791K 0.48%
88,280
+1,824
56
$763K 0.46%
14,614
+2,784
57
$741K 0.45%
17,287
58
$714K 0.43%
13,620
59
$670K 0.41%
5,902
-40
60
$670K 0.41%
6,496
-350
61
$649K 0.39%
7,397
-916
62
$644K 0.39%
4,388
-157
63
$636K 0.38%
36,792
-8
64
$631K 0.38%
21,282
65
$617K 0.37%
7,779
-300
66
$612K 0.37%
5,664
67
$603K 0.36%
10,055
-250
68
$594K 0.36%
5,680
-50
69
$583K 0.35%
8,738
-157
70
$554K 0.34%
4,960
+160
71
$545K 0.33%
3,643
-100
72
$541K 0.33%
2,713
73
$540K 0.33%
7,903
-50
74
$536K 0.32%
3,942
-60
75
$528K 0.32%
2,876
1 2
3
4 5