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
$449M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$595K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$499K
5
AMZN icon
Amazon
AMZN
+$424K

Top Sells

1
+$346K
2
+$290K
3
+$227K
4
CARR icon
Carrier Global
CARR
+$199K
5
COST icon
Costco
COST
+$170K

Sector Composition

1 Technology 20.61%
2 Financials 10.72%
3 Healthcare 10.64%
4 Consumer Discretionary 8.24%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.53M 0.56%
16,529
52
$2.47M 0.55%
14,496
+262
53
$2.39M 0.53%
72,322
54
$2.35M 0.52%
9,230
-199
55
$2.27M 0.51%
4,139
+121
56
$2.25M 0.5%
2,372
+48
57
$2.19M 0.49%
43,956
+1,697
58
$2.19M 0.49%
4,118
+166
59
$2.17M 0.48%
45,661
60
$2.11M 0.47%
3,188
+78
61
$1.96M 0.44%
2,375
+125
62
$1.91M 0.43%
3,419
63
$1.89M 0.42%
12,602
-35
64
$1.86M 0.41%
21,228
-144
65
$1.86M 0.41%
26,259
+386
66
$1.78M 0.4%
16,924
67
$1.75M 0.39%
4,568
-901
68
$1.7M 0.38%
22,159
+14
69
$1.64M 0.37%
25,055
+737
70
$1.64M 0.37%
25,878
-3,132
71
$1.62M 0.36%
4,415
-97
72
$1.6M 0.36%
5,234
+41
73
$1.59M 0.35%
35,066
+1,163
74
$1.58M 0.35%
60,457
75
$1.52M 0.34%
6,579
+695
1 2
3
4 5