LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$141M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.41M
3
+$1.33M
4
TMO icon
Thermo Fisher Scientific
TMO
+$742K
5
HD icon
Home Depot
HD
+$623K

Top Sells

1
+$1.6M
2
+$1.12M
3
+$641K
4
MO icon
Altria Group
MO
+$454K
5
JCI icon
Johnson Controls International
JCI
+$315K

Sector Composition

1 Healthcare 18.38%
2 Technology 15.09%
3 Financials 11.23%
4 Consumer Staples 10.53%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.31%
11,505
+1,525
77
$427K 0.3%
4,500
78
$402K 0.28%
6,664
+56
79
$380K 0.27%
3,169
80
$356K 0.25%
5,201
81
$333K 0.24%
8,900
82
$319K 0.23%
265
+25
83
$317K 0.22%
2,675
+240
84
$314K 0.22%
12,558
-294
85
$305K 0.22%
2,740
86
$303K 0.21%
12,200
87
$294K 0.21%
4,920
88
$286K 0.2%
10,724
-2,132
89
$283K 0.2%
10,052
+53
90
$258K 0.18%
7,139
-3,160
91
$235K 0.17%
8,076
+465
92
$222K 0.16%
2,206
93
$217K 0.15%
3,924
-140
94
$213K 0.15%
25,450
-2,250
95
– –
-6,351
96
– –
-10,365
1 2 3
4