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
$276M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.7M
3
+$9.92M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.93M
5
V icon
Visa
V
+$8.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.68%
2 Healthcare 15.1%
3 Financials 10.6%
4 Consumer Staples 9.62%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.6%
+4,631
52
$1.53M 0.55%
+116,960
53
$1.52M 0.55%
+11,009
54
$1.42M 0.52%
+17,895
55
$1.4M 0.51%
+16,844
56
$1.38M 0.5%
+22,963
57
$1.34M 0.49%
+18,340
58
$1.27M 0.46%
+14,448
59
$1.22M 0.44%
+8,552
60
$1.19M 0.43%
+7,806
61
$1.13M 0.41%
+22,632
62
$1.09M 0.4%
+9,341
63
$1.09M 0.4%
+11,261
64
$1.09M 0.39%
+31,131
65
$1.07M 0.39%
+2,148
66
$1.05M 0.38%
+4,995
67
$1.04M 0.38%
+17,804
68
$1.02M 0.37%
+46,028
69
$1.01M 0.37%
+15,651
70
$1.01M 0.36%
+20,964
71
$989K 0.36%
+54,918
72
$970K 0.35%
+6,163
73
$933K 0.34%
+5,293
74
$854K 0.31%
+10,303
75
$838K 0.3%
+3,148
1 2
3
4 5