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
$150M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.7M
3
+$1.07M
4
TMO icon
Thermo Fisher Scientific
TMO
+$795K
5
AGN
Allergan plc
AGN
+$774K

Top Sells

1
+$4.66M
2
+$2.75M
3
+$1.54M
4
VZ icon
Verizon
VZ
+$810K
5
CVS icon
CVS Health
CVS
+$609K

Sector Composition

1 Healthcare 19.6%
2 Technology 12.93%
3 Consumer Staples 11.47%
4 Financials 11.11%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$417K 0.28%
5,535
77
$366K 0.24%
2,605
+30
78
$353K 0.24%
5,418
-654
79
$352K 0.24%
4,500
80
$351K 0.23%
3,110
+100
81
$348K 0.23%
9,225
+325
82
$344K 0.23%
12,510
+310
83
$336K 0.22%
12,261
-297
84
$320K 0.21%
4,991
-100
85
$318K 0.21%
+4,950
86
$300K 0.2%
9,080
87
$296K 0.2%
+1,790
88
$272K 0.18%
11,022
+463
89
$268K 0.18%
4,150
+550
90
$252K 0.17%
2,206
91
$251K 0.17%
8,076
92
$245K 0.16%
+2,075
93
$241K 0.16%
15,530
94
$234K 0.16%
25,450
95
$227K 0.15%
4,133
+209
96
$219K 0.15%
+3,570
97
$218K 0.15%
6,296
98
$216K 0.14%
2,360
99
$208K 0.14%
6,825
100
$202K 0.13%
3,820
-955
1 2 3
4
5