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
$339M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$4.3M
2
+$293K
3
+$286K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$233K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$226K

Top Sells

1
+$139K
2
+$130K
3
+$110K
4
BAX icon
Baxter International
BAX
+$97.1K
5
LSTR icon
Landstar System
LSTR
+$71.2K

Sector Composition

1 Technology 18.22%
2 Healthcare 14.07%
3 Financials 9.74%
4 Consumer Discretionary 9.29%
5 Consumer Staples 7.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.64%
8,278
+4
52
$2.18M 0.64%
21,375
-38
53
$2.07M 0.61%
112,040
+2,944
54
$1.76M 0.52%
21,131
+2,052
55
$1.61M 0.48%
51,560
+2,206
56
$1.58M 0.47%
24,111
57
$1.54M 0.45%
62,235
-480
58
$1.5M 0.44%
18,556
+201
59
$1.49M 0.44%
18,117
+628
60
$1.49M 0.44%
11,190
61
$1.48M 0.44%
2,574
+170
62
$1.45M 0.43%
4,175
-317
63
$1.43M 0.42%
8,684
+129
64
$1.41M 0.41%
3,717
+568
65
$1.4M 0.41%
17,062
+2,471
66
$1.31M 0.39%
31,131
67
$1.3M 0.38%
6,115
+469
68
$1.29M 0.38%
13,714
69
$1.21M 0.36%
48,260
+764
70
$1.2M 0.35%
22,509
71
$1.19M 0.35%
13,118
72
$1.16M 0.34%
23,207
+1,819
73
$1.12M 0.33%
5,584
74
$1.11M 0.33%
57,304
+530
75
$1M 0.3%
12,226
-504
1 2
3
4 5