LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$267M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$377K
3
+$352K
4
NEE icon
NextEra Energy
NEE
+$320K
5
ADBE icon
Adobe
ADBE
+$316K

Top Sells

1
+$456K
2
+$394K
3
+$375K
4
VZ icon
Verizon
VZ
+$289K
5
DUK icon
Duke Energy
DUK
+$220K

Sector Composition

1 Technology 17.71%
2 Healthcare 14.63%
3 Financials 10.14%
4 Consumer Staples 9.05%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.56M 0.58%
24,405
+519
52
$1.55M 0.58%
27,008
-3,322
53
$1.53M 0.57%
125,910
-790
54
$1.48M 0.55%
16,351
-2,022
55
$1.41M 0.53%
4,799
+783
56
$1.4M 0.53%
12,071
-25
57
$1.31M 0.49%
20,451
+3,431
58
$1.26M 0.47%
5,584
59
$1.2M 0.45%
22,252
-2,404
60
$1.19M 0.44%
4,175
61
$1.15M 0.43%
17,062
62
$1.02M 0.38%
1,848
+373
63
$1M 0.38%
53,068
-458
64
$993K 0.37%
6,076
65
$943K 0.35%
20,593
66
$916K 0.34%
24,650
+125
67
$906K 0.34%
20,964
68
$883K 0.33%
3,308
69
$872K 0.33%
62,002
+16,928
70
$844K 0.32%
28,381
-2,750
71
$817K 0.31%
17,712
-8,140
72
$774K 0.29%
21,219
-100
73
$760K 0.28%
2,350
74
$751K 0.28%
21,114
-123
75
$747K 0.28%
2,716
+1,148
1 2
3
4 5