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
$342M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
146
New
Increased
Reduced
Closed

Top Buys

1
+$648K
2
+$636K
3
+$436K
4
BUI icon
BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
+$305K
5
BLK icon
Blackrock
BLK
+$296K

Top Sells

1
+$2.44M
2
+$1.19M
3
+$1.05M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$907K
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$570K

Sector Composition

1 Technology 18.19%
2 Healthcare 14.15%
3 Financials 10.17%
4 Consumer Discretionary 8.81%
5 Consumer Staples 8.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.02M 0.59%
26,073
-127
52
$1.8M 0.53%
23,383
-196
53
$1.66M 0.49%
17,283
-604
54
$1.64M 0.48%
4,970
+481
55
$1.61M 0.47%
20,244
-30,646
56
$1.58M 0.46%
25,452
+929
57
$1.57M 0.46%
59,601
-909
58
$1.56M 0.46%
51,420
59
$1.49M 0.44%
4,175
60
$1.43M 0.42%
12,522
-150
61
$1.42M 0.42%
17,062
62
$1.42M 0.41%
19,168
+250
63
$1.4M 0.41%
18,727
-70
64
$1.36M 0.4%
6,091
+748
65
$1.28M 0.37%
16,390
-982
66
$1.27M 0.37%
5,584
67
$1.17M 0.34%
3,308
+95
68
$1.15M 0.34%
2,523
+327
69
$1.15M 0.33%
24,525
70
$1.14M 0.33%
48,028
-512
71
$1.12M 0.33%
22,509
72
$1.11M 0.32%
31,131
73
$1.09M 0.32%
1,431
+387
74
$1.08M 0.32%
23,507
+500
75
$1.08M 0.32%
58,948
-1,132
1 2
3
4 5