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
$227M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$899K
3
+$730K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$403K
5
PGR icon
Progressive
PGR
+$339K

Top Sells

1
+$2.16M
2
+$529K
3
+$395K
4
V icon
Visa
V
+$319K
5
STZ icon
Constellation Brands
STZ
+$247K

Sector Composition

1 Technology 16.83%
2 Healthcare 13.72%
3 Financials 13.24%
4 Consumer Discretionary 10.19%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.32M 0.58%
32,183
+754
52
$1.31M 0.58%
4,820
-300
53
$1.26M 0.56%
5,836
-766
54
$1.25M 0.55%
29,888
-1,850
55
$1.23M 0.54%
23,769
-900
56
$1.21M 0.53%
15,631
+74
57
$1.09M 0.48%
59,856
58
$1.01M 0.45%
96,456
+272
59
$989K 0.44%
14,967
+4,278
60
$977K 0.43%
3,292
61
$957K 0.42%
17,845
+5,022
62
$943K 0.42%
5,843
-585
63
$886K 0.39%
17,929
-1,300
64
$881K 0.39%
10,905
65
$844K 0.37%
21,342
66
$834K 0.37%
6,448
-1,500
67
$829K 0.37%
14,240
+3,408
68
$791K 0.35%
29,394
+642
69
$710K 0.31%
5,712
-250
70
$700K 0.31%
40,136
-208
71
$671K 0.3%
5,660
-569
72
$668K 0.29%
3,213
-520
73
$661K 0.29%
28,404
74
$659K 0.29%
3,311
-332
75
$615K 0.27%
6,739
+2,203
1 2
3
4 5