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
$334M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.96M
3
+$1.41M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.03M
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$1.79M
2
+$782K
3
+$549K
4
WELL icon
Welltower
WELL
+$265K
5
MMM icon
3M
MMM
+$209K

Sector Composition

1 Technology 20.83%
2 Healthcare 11.66%
3 Financials 9.35%
4 Consumer Discretionary 8.84%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.71M 0.51%
15,079
52
$1.7M 0.51%
2,453
+139
53
$1.64M 0.49%
4,162
-7
54
$1.63M 0.49%
12,302
+231
55
$1.62M 0.49%
66,894
-22,683
56
$1.58M 0.47%
9,289
+16
57
$1.53M 0.46%
86,026
+6,278
58
$1.52M 0.46%
23,270
59
$1.48M 0.44%
67,420
+3,108
60
$1.44M 0.43%
24,087
-2,794
61
$1.41M 0.42%
17,425
-3,276
62
$1.41M 0.42%
+60,457
63
$1.36M 0.41%
5,806
+950
64
$1.34M 0.4%
30,305
+5,655
65
$1.32M 0.39%
17,062
66
$1.31M 0.39%
2,961
67
$1.29M 0.39%
1,776
+370
68
$1.28M 0.38%
22,839
+36
69
$1.26M 0.38%
20,478
+2,270
70
$1.25M 0.37%
33,621
+1,712
71
$1.25M 0.37%
3,658
72
$1.2M 0.36%
5,443
-141
73
$1.16M 0.35%
50,350
-208
74
$1.11M 0.33%
27,365
+1,365
75
$1.1M 0.33%
2,350
1 2
3
4 5