LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$675K
3
+$376K
4
BND icon
Vanguard Total Bond Market
BND
+$367K
5
PEP icon
PepsiCo
PEP
+$325K

Top Sells

1
+$3.6M
2
+$1.25M
3
+$1.19M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$527K

Sector Composition

1 Technology 17.92%
2 Healthcare 14.78%
3 Financials 10.51%
4 Consumer Discretionary 10.16%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.6M 0.55%
4,492
-139
52
$1.59M 0.55%
18,776
+4,328
53
$1.55M 0.53%
24,556
+1,593
54
$1.52M 0.53%
62,715
-17,700
55
$1.52M 0.53%
8,290
+484
56
$1.51M 0.52%
18,450
+555
57
$1.45M 0.5%
22,632
58
$1.43M 0.5%
31,131
59
$1.43M 0.49%
11,009
60
$1.35M 0.46%
16,314
-530
61
$1.25M 0.43%
13,118
-3,883
62
$1.19M 0.41%
47,556
+1,528
63
$1.18M 0.41%
5,800
+805
64
$1.17M 0.4%
2,463
+315
65
$1.09M 0.38%
15,218
-433
66
$1.08M 0.37%
9,341
67
$1.07M 0.37%
21,865
-25,386
68
$1.06M 0.37%
56,504
+1,586
69
$1.01M 0.35%
6,161
-2
70
$968K 0.33%
10,404
-857
71
$949K 0.33%
20,964
72
$944K 0.33%
5,008
-285
73
$886K 0.31%
17,134
74
$881K 0.3%
3,030
-118
75
$859K 0.3%
24,250
+500
1 2
3
4 5