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
$192M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$414K
3
+$379K
4
NEE icon
NextEra Energy
NEE
+$337K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$256K

Top Sells

1
+$3.55M
2
+$2.1M
3
+$1.49M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M
5
COP icon
ConocoPhillips
COP
+$610K

Sector Composition

1 Technology 18.69%
2 Healthcare 15.97%
3 Financials 11.88%
4 Consumer Staples 9.48%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1M 0.52%
100,856
+2,584
52
$982K 0.51%
22,686
+1,222
53
$946K 0.49%
16,249
+600
54
$930K 0.49%
32,584
+1,149
55
$858K 0.45%
18,747
+55
56
$850K 0.44%
4,838
+67
57
$847K 0.44%
10,303
58
$846K 0.44%
25,386
-7,231
59
$836K 0.44%
3,245
60
$834K 0.44%
6,359
-44
61
$799K 0.42%
5,843
62
$794K 0.41%
20,964
-378
63
$790K 0.41%
29,098
-450
64
$758K 0.4%
115,080
+11,720
65
$704K 0.37%
17,908
-21
66
$652K 0.34%
7,483
67
$626K 0.33%
5,687
-25
68
$587K 0.31%
3,213
69
$532K 0.28%
41,336
+208
70
$523K 0.27%
7,119
-218
71
$518K 0.27%
3,251
-60
72
$480K 0.25%
4,914
73
$449K 0.23%
12,260
74
$428K 0.22%
5,350
75
$427K 0.22%
2,828
+229
1 2
3
4 5