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
$132M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.47M
3
+$313K
4
SYY icon
Sysco
SYY
+$218K
5
ZBH icon
Zimmer Biomet
ZBH
+$204K

Top Sells

1
+$1.13M
2
+$1.03M
3
+$925K
4
ETP
Energy Transfer Partners L.p.
ETP
+$878K
5
PKG icon
Packaging Corp of America
PKG
+$602K

Sector Composition

1 Healthcare 21.66%
2 Financials 12.56%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.96%
5 Technology 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.26%
3,855
77
$341K 0.26%
7,120
+580
78
$329K 0.25%
4,730
+125
79
$323K 0.24%
5,202
-60
80
$317K 0.24%
5,400
81
$265K 0.2%
8,663
-1,208
82
$244K 0.18%
8,076
83
$241K 0.18%
9,271
-229
84
$238K 0.18%
15,530
85
$235K 0.18%
25,450
86
$224K 0.17%
10,950
-264
87
$218K 0.16%
+5,325
88
$214K 0.16%
3,585
89
$204K 0.15%
+2,052
90
$203K 0.15%
2,055
-475
91
– –
-14,315
92
– –
-4,900
93
– –
-21,370
1 2 3
4