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
$339M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.08M
3
+$959K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$894K
5
BND icon
Vanguard Total Bond Market
BND
+$787K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$480K
4
AAPL icon
Apple
AAPL
+$389K
5
VZ icon
Verizon
VZ
+$324K

Sector Composition

1 Technology 20.12%
2 Healthcare 12.2%
3 Financials 9.32%
4 Consumer Discretionary 8.84%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.56%
72,322
52
$1.79M 0.53%
44,075
+13,770
53
$1.71M 0.51%
12,302
54
$1.66M 0.49%
15,079
55
$1.63M 0.48%
4,127
-35
56
$1.63M 0.48%
2,515
+62
57
$1.62M 0.48%
68,499
+1,605
58
$1.58M 0.47%
23,270
59
$1.54M 0.45%
32,475
+9,578
60
$1.49M 0.44%
2,529
+753
61
$1.43M 0.42%
17,425
62
$1.43M 0.42%
68,904
+1,484
63
$1.37M 0.41%
34,977
+7,612
64
$1.36M 0.4%
60,457
65
$1.33M 0.39%
3,808
+150
66
$1.31M 0.39%
5,443
67
$1.27M 0.38%
19,046
+3,253
68
$1.27M 0.37%
2,961
69
$1.26M 0.37%
2,350
70
$1.25M 0.37%
21,687
-2,400
71
$1.23M 0.36%
17,062
72
$1.22M 0.36%
22,844
+5
73
$1.2M 0.36%
20,776
+298
74
$1.16M 0.34%
52,514
+2,164
75
$1.16M 0.34%
20,952
1 2
3
4 5