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
$223M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$1.27M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$997K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878K

Top Sells

1
+$217K
2
+$215K
3
+$208K
4
ITW icon
Illinois Tool Works
ITW
+$187K
5
CTAS icon
Cintas
CTAS
+$110K

Sector Composition

1 Technology 17.12%
2 Healthcare 15.05%
3 Financials 13.65%
4 Consumer Discretionary 10.69%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.61%
5,120
52
$1.31M 0.59%
31,429
+14,412
53
$1.28M 0.57%
31,738
-258
54
$1.18M 0.53%
24,669
-850
55
$1.13M 0.51%
15,557
+877
56
$1.11M 0.5%
7,948
+925
57
$1.06M 0.48%
6,428
58
$1.06M 0.48%
59,856
59
$1.05M 0.47%
19,229
+1,500
60
$1.05M 0.47%
13,136
61
$1M 0.45%
96,184
-696
62
$997K 0.45%
+11,412
63
$965K 0.43%
3,292
+1,545
64
$878K 0.39%
+10,905
65
$801K 0.36%
11,024
66
$796K 0.36%
3,733
+1,120
67
$786K 0.35%
21,342
68
$762K 0.34%
28,752
+17,442
69
$727K 0.33%
6,229
+85
70
$721K 0.32%
40,344
+244
71
$713K 0.32%
+28,404
72
$706K 0.32%
+10,689
73
$704K 0.32%
+12,823
74
$667K 0.3%
3,643
75
$654K 0.29%
5,962
+300
1 2
3
4 5