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
$138M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$75.5K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.8K
5
WFM
Whole Foods Market Inc
WFM
+$44.6K

Top Sells

1
+$590K
2
+$291K
3
+$231K
4
AGN
Allergan Inc
AGN
+$225K
5
MCD icon
McDonald's
MCD
+$132K

Sector Composition

1 Healthcare 18.61%
2 Technology 15.85%
3 Financials 11.12%
4 Consumer Staples 10.81%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$394K 0.29%
4,500
77
$375K 0.27%
3,169
78
$373K 0.27%
6,634
-30
79
$338K 0.25%
8,900
80
$333K 0.24%
5,201
81
$320K 0.23%
12,558
82
$312K 0.23%
269
+4
83
$312K 0.23%
2,675
84
$307K 0.22%
12,200
85
$287K 0.21%
7,029
-110
86
$285K 0.21%
10,724
87
$282K 0.2%
10,052
88
$280K 0.2%
2,740
89
$248K 0.18%
4,920
90
$234K 0.17%
8,076
91
$222K 0.16%
3,924
92
$220K 0.16%
+4,775
93
$216K 0.16%
25,450
94
$215K 0.16%
2,206
95
$200K 0.15%
+15,530
96
– –
-7,180
1 2 3
4