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
$126M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$273K
3
+$253K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$248K
5
MCD icon
McDonald's
MCD
+$154K

Top Sells

1
+$79.3K
2
+$64.5K
3
+$62.4K
4
CAT icon
Caterpillar
CAT
+$52.2K
5
BKNG icon
Booking.com
BKNG
+$49.6K

Sector Composition

1 Healthcare 16.64%
2 Technology 15.03%
3 Consumer Staples 10.97%
4 Financials 10.87%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$351K 0.28%
11,035
+1,075
77
$337K 0.27%
13,187
-66
78
$328K 0.26%
4,430
+1,075
79
$322K 0.26%
5,045
80
$322K 0.26%
+3,229
81
$317K 0.25%
12,852
+2,853
82
$312K 0.25%
81,362
83
$288K 0.23%
6,637
-48
84
$277K 0.22%
8,865
+765
85
$273K 0.22%
+9,999
86
$272K 0.22%
7,170
-1,000
87
$270K 0.21%
17,800
+800
88
$269K 0.21%
11,500
+2,800
89
$258K 0.2%
3,090
-625
90
$253K 0.2%
+4,850
91
$248K 0.2%
+2,500
92
$239K 0.19%
236
-49
93
$235K 0.19%
2,035
1 2 3
4