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
$329M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.92M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2M
5
FTNT icon
Fortinet
FTNT
+$1.94M

Top Sells

1
+$1.95M
2
+$436K
3
+$421K
4
AAPL icon
Apple
AAPL
+$161K
5
INTU icon
Intuit
INTU
+$120K

Sector Composition

1 Technology 17.91%
2 Healthcare 13.86%
3 Financials 10.09%
4 Consumer Discretionary 9.52%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.09M 0.64%
25,313
+8,999
52
$1.99M 0.61%
109,096
+1,128
53
$1.94M 0.59%
+40,705
54
$1.68M 0.51%
19,079
-444
55
$1.64M 0.5%
4,492
56
$1.64M 0.5%
8,555
+265
57
$1.62M 0.49%
24,111
-445
58
$1.58M 0.48%
62,715
59
$1.54M 0.47%
+49,354
60
$1.51M 0.46%
18,355
-95
61
$1.5M 0.46%
11,190
+181
62
$1.48M 0.45%
31,131
63
$1.45M 0.44%
17,489
+2,271
64
$1.41M 0.43%
2,404
-59
65
$1.3M 0.4%
13,714
+3,310
66
$1.29M 0.39%
13,118
67
$1.26M 0.38%
22,509
-123
68
$1.25M 0.38%
+14,591
69
$1.24M 0.38%
47,496
-60
70
$1.22M 0.37%
5,646
-154
71
$1.2M 0.36%
+3,149
72
$1.16M 0.35%
21,388
+10,831
73
$1.12M 0.34%
56,774
+270
74
$1.11M 0.34%
5,584
+576
75
$1.05M 0.32%
12,730
+2,427
1 2
3
4 5