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
$451M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$855K
3
+$610K
4
POWL icon
Powell Industries
POWL
+$563K
5
FNF icon
Fidelity National Financial
FNF
+$398K

Top Sells

1
+$2.09M
2
+$600K
3
+$389K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$351K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$343K

Sector Composition

1 Technology 22.25%
2 Healthcare 10.2%
3 Financials 9.84%
4 Consumer Discretionary 8.78%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.49M 0.55%
26,913
+171
52
$2.43M 0.54%
5,469
-102
53
$2.38M 0.53%
+2,324
54
$2.22M 0.49%
14,930
55
$2.18M 0.48%
45,661
56
$2.16M 0.48%
3,110
+280
57
$2.12M 0.47%
4,018
58
$2.08M 0.46%
16,529
+350
59
$2.05M 0.45%
42,259
+864
60
$2.02M 0.45%
73,886
-397
61
$2M 0.44%
3,419
62
$1.98M 0.44%
29,010
+1,118
63
$1.96M 0.44%
4,512
-4,811
64
$1.93M 0.43%
21,372
65
$1.92M 0.43%
12,637
-1,422
66
$1.85M 0.41%
25,873
67
$1.8M 0.4%
16,924
-550
68
$1.79M 0.4%
3,952
69
$1.74M 0.39%
2,250
+100
70
$1.72M 0.38%
24,318
-107
71
$1.7M 0.38%
22,145
72
$1.52M 0.34%
5,193
73
$1.5M 0.33%
60,457
74
$1.49M 0.33%
33,903
+801
75
$1.41M 0.31%
45,673
1 2
3
4 5