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
$452M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$383K
3
+$255K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$243K
5
WEC icon
WEC Energy
WEC
+$239K

Top Sells

1
+$1.83M
2
+$428K
3
+$223K
4
PH icon
Parker-Hannifin
PH
+$203K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 21.25%
2 Healthcare 11.35%
3 Financials 8.91%
4 Consumer Discretionary 8.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.55%
72,322
52
$2.42M 0.54%
14,162
+714
53
$2.4M 0.53%
14,930
-69
54
$2.39M 0.53%
14,059
-389
55
$2.36M 0.52%
2,830
+111
56
$2.34M 0.52%
8,621
+152
57
$2.25M 0.5%
27,892
+317
58
$2.22M 0.49%
45,661
59
$2.19M 0.48%
25,873
-1,645
60
$2.09M 0.46%
74,283
+879
61
$2.07M 0.46%
16,179
62
$2.04M 0.45%
41,395
-1,165
63
$1.98M 0.44%
4,018
+106
64
$1.96M 0.43%
3,419
-82
65
$1.9M 0.42%
2,150
+115
66
$1.9M 0.42%
17,474
+112
67
$1.82M 0.4%
3,952
+144
68
$1.73M 0.38%
21,372
69
$1.71M 0.38%
22,145
70
$1.67M 0.37%
21,260
71
$1.63M 0.36%
60,457
72
$1.58M 0.35%
33,102
73
$1.58M 0.35%
22,173
-147
74
$1.52M 0.34%
24,425
+454
75
$1.44M 0.32%
5,193
1 2
3
4 5