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
$371M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.38M
3
+$2.05M
4
CARR icon
Carrier Global
CARR
+$1.2M
5
BLK icon
Blackrock
BLK
+$956K

Top Sells

1
+$3.18M
2
+$912K
3
+$795K
4
COST icon
Costco
COST
+$576K
5
HD icon
Home Depot
HD
+$552K

Sector Composition

1 Technology 18.9%
2 Healthcare 14.15%
3 Financials 9.22%
4 Consumer Discretionary 9.06%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.22M 0.6%
5,373
-972
52
$2.06M 0.56%
7,702
-576
53
$2.05M 0.55%
+23,579
54
$1.72M 0.46%
4,489
+772
55
$1.67M 0.45%
24,523
+412
56
$1.63M 0.44%
60,510
-1,725
57
$1.62M 0.44%
51,420
-140
58
$1.53M 0.41%
17,887
-230
59
$1.5M 0.4%
4,175
60
$1.5M 0.4%
18,797
-2,334
61
$1.48M 0.4%
18,918
+362
62
$1.45M 0.39%
17,062
63
$1.41M 0.38%
17,372
-9,777
64
$1.38M 0.37%
5,584
65
$1.37M 0.37%
31,131
66
$1.3M 0.35%
12,672
-446
67
$1.26M 0.34%
5,343
-772
68
$1.25M 0.34%
2,196
-378
69
$1.24M 0.34%
48,540
+280
70
$1.2M 0.32%
+22,154
71
$1.19M 0.32%
7,681
-1,003
72
$1.17M 0.32%
24,525
73
$1.17M 0.32%
60,080
+2,776
74
$1.16M 0.31%
22,509
75
$1.14M 0.31%
23,007
-200
1 2
3
4 5