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
$191M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$1M
3
+$919K
4
ABT icon
Abbott
ABT
+$833K
5
CB icon
Chubb
CB
+$505K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$967K
4
INTU icon
Intuit
INTU
+$468K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$323K

Sector Composition

1 Technology 19.48%
2 Healthcare 17.25%
3 Financials 14.7%
4 Consumer Discretionary 12.24%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.58%
108,672
+11,496
52
$1.06M 0.55%
60,084
-867
53
$1.03M 0.54%
7,434
-100
54
$1.02M 0.54%
6,802
55
$1M 0.52%
+14,124
56
$994K 0.52%
11,024
57
$919K 0.48%
48,264
+5,596
58
$863K 0.45%
17,729
59
$732K 0.38%
9,988
-67
60
$668K 0.35%
21,342
61
$663K 0.35%
6,496
62
$660K 0.34%
5,655
63
$632K 0.33%
5,501
-1,896
64
$624K 0.33%
9,585
+750
65
$618K 0.32%
5,664
66
$610K 0.32%
5,587
+770
67
$609K 0.32%
7,953
68
$592K 0.31%
11,270
-2,350
69
$579K 0.3%
3,288
70
$559K 0.29%
2,613
71
$529K 0.28%
3,643
72
$521K 0.27%
3,603
-262
73
$520K 0.27%
1,787
74
$516K 0.27%
12,260
75
$483K 0.25%
10,200
1 2
3
4 5