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
$136M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$220K
3
+$203K
4
VZ icon
Verizon
VZ
+$129K
5
XEC
CIMAREX ENERGY CO
XEC
+$126K

Top Sells

1
+$683K
2
+$560K
3
+$413K
4
ITC
ITC HOLDINGS CORP
ITC
+$283K
5
KO icon
Coca-Cola
KO
+$276K

Sector Composition

1 Healthcare 19.14%
2 Technology 15.31%
3 Financials 11.12%
4 Consumer Staples 9.95%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$393K 0.29%
6,608
+140
77
$359K 0.26%
3,169
-60
78
$353K 0.26%
+5,020
79
$350K 0.26%
5,201
+200
80
$341K 0.25%
12,856
-761
81
$338K 0.25%
10,299
-590
82
$327K 0.24%
12,852
83
$322K 0.24%
8,900
84
$315K 0.23%
6,351
85
$305K 0.22%
9,999
86
$293K 0.22%
2,740
+40
87
$286K 0.21%
240
+4
88
$277K 0.2%
2,435
+300
89
$273K 0.2%
12,200
+200
90
$262K 0.19%
4,920
+70
91
$222K 0.16%
27,700
92
$220K 0.16%
+4,064
93
$216K 0.16%
7,611
94
$203K 0.15%
+2,206
95
– –
-6,670
96
– –
-8,865
1 2 3
4