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
$288M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$455K
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$322K
5
DG icon
Dollar General
DG
+$314K

Top Sells

1
+$698K
2
+$451K
3
+$415K
4
AAPL icon
Apple
AAPL
+$372K
5
COST icon
Costco
COST
+$339K

Sector Composition

1 Technology 16.82%
2 Healthcare 14.6%
3 Financials 11.59%
4 Consumer Discretionary 8.8%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.69M 0.59%
121,608
+1,348
52
$1.64M 0.57%
2,314
+466
53
$1.63M 0.57%
4,761
-38
54
$1.57M 0.54%
12,071
55
$1.55M 0.54%
15,079
-1,272
56
$1.49M 0.52%
92,484
+30,482
57
$1.45M 0.5%
4,169
-6
58
$1.36M 0.47%
20,701
+250
59
$1.35M 0.47%
23,670
-3,338
60
$1.33M 0.46%
5,584
61
$1.3M 0.45%
64,300
+11,232
62
$1.27M 0.44%
17,062
63
$1.26M 0.44%
32,002
-10,535
64
$1.17M 0.4%
3,469
+753
65
$1.15M 0.4%
26,881
-1,500
66
$1.11M 0.38%
24,650
67
$1.07M 0.37%
6,076
68
$1.05M 0.36%
20,579
-1,673
69
$1.04M 0.36%
20,041
-552
70
$1.02M 0.35%
3,308
71
$1.01M 0.35%
26,000
+4,781
72
$991K 0.34%
20,964
73
$964K 0.33%
17,386
-326
74
$868K 0.3%
21,046
-68
75
$860K 0.3%
2,350
1 2
3
4 5