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
$149M
AUM Growth
-$885K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$753K
3
+$288K
4
WFC icon
Wells Fargo
WFC
+$267K
5
FDX icon
FedEx
FDX
+$256K

Top Sells

1
+$774K
2
+$296K
3
+$218K
4
EOG icon
EOG Resources
EOG
+$216K
5
JCI icon
Johnson Controls International
JCI
+$202K

Sector Composition

1 Healthcare 20.24%
2 Technology 13.13%
3 Financials 11.44%
4 Consumer Staples 10.84%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$468K 0.31%
4,240
-440
77
$456K 0.31%
7,190
+2,199
78
$412K 0.28%
7,430
+50
79
$409K 0.27%
3,169
80
$380K 0.26%
3,315
+205
81
$357K 0.24%
12,995
+485
82
$351K 0.24%
5,362
-56
83
$350K 0.24%
4,500
84
$333K 0.22%
9,225
85
$325K 0.22%
4,050
-1,485
86
$305K 0.2%
9,581
+501
87
$296K 0.2%
11,022
88
$283K 0.19%
11,961
-300
89
$256K 0.17%
+1,500
90
$248K 0.17%
8,076
91
$248K 0.17%
15,530
92
$238K 0.16%
3,570
93
$234K 0.16%
2,206
94
$233K 0.16%
4,285
+152
95
$230K 0.15%
25,450
96
$214K 0.14%
3,395
-1,555
97
$209K 0.14%
+410
98
$206K 0.14%
6,825
99
– –
-2,360
100
– –
-3,820
1 2 3
4
5