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
$198M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$2.39M
3
+$891K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$695K
5
SCHW icon
Charles Schwab
SCHW
+$386K

Top Sells

1
+$963K
2
+$858K
3
+$205K
4
FAST icon
Fastenal
FAST
+$87.5K
5
WFC icon
Wells Fargo
WFC
+$53.4K

Sector Composition

1 Technology 18.74%
2 Healthcare 16.34%
3 Financials 14.1%
4 Consumer Discretionary 11.47%
5 Consumer Staples 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.61%
5,120
-56
52
$1.04M 0.53%
59,856
53
$1.04M 0.53%
14,680
+397
54
$1.03M 0.52%
6,428
-200
55
$982K 0.5%
7,023
56
$962K 0.48%
96,880
+392
57
$957K 0.48%
17,729
58
$947K 0.48%
13,136
+1,753
59
$891K 0.45%
+12,072
60
$808K 0.41%
11,024
61
$701K 0.35%
40,100
+128
62
$695K 0.35%
+17,017
63
$694K 0.35%
21,342
64
$693K 0.35%
6,144
+243
65
$621K 0.31%
9,312
+4,807
66
$603K 0.3%
3,643
67
$589K 0.3%
5,662
68
$567K 0.29%
5,664
69
$565K 0.28%
6,254
-20
70
$561K 0.28%
3,228
71
$547K 0.28%
5,001
72
$540K 0.27%
6,809
+193
73
$533K 0.27%
7,988
74
$532K 0.27%
6,350
75
$527K 0.27%
7,700
-253
1 2
3
4 5