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
$116M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$3.17M
3
+$2.97M
4
CVS icon
CVS Health
CVS
+$2.94M
5
IBM icon
IBM
IBM
+$2.92M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 16.8%
2 Technology 14.62%
3 Consumer Staples 11.69%
4 Financials 11.37%
5 Industrials 8.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$328K 0.28%
+8,170
77
$311K 0.27%
+5,700
78
$306K 0.26%
+3,715
79
$302K 0.26%
+6,240
80
$299K 0.26%
+81,362
81
$289K 0.25%
+5,045
82
$251K 0.22%
+6,685
83
$248K 0.21%
+9,999
84
$247K 0.21%
+8,100
85
$245K 0.21%
+3,355
86
$236K 0.2%
+285
87
$236K 0.2%
+17,000
88
$225K 0.19%
+2,035
89
$212K 0.18%
+8,700
1 2 3
4