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
$148M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.13M
3
+$1.06M
4
VZ icon
Verizon
VZ
+$670K
5
T icon
AT&T
T
+$577K

Top Sells

1
+$571K
2
+$402K
3
+$324K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$310K
5
LOW icon
Lowe's Companies
LOW
+$278K

Sector Composition

1 Healthcare 19.65%
2 Consumer Discretionary 13.44%
3 Consumer Staples 11.59%
4 Technology 10.86%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.3%
6,000
-1,775
77
$408K 0.28%
5,815
+2,450
78
$406K 0.27%
3,400
-205
79
$404K 0.27%
+8,907
80
$399K 0.27%
11,957
-448
81
$391K 0.26%
7,495
82
$370K 0.25%
12,660
83
$367K 0.25%
+6,624
84
$346K 0.23%
10,122
-140
85
$332K 0.22%
3,080
-325
86
$312K 0.21%
+7,725
87
$307K 0.21%
246
88
$306K 0.21%
9,163
-90
89
$290K 0.2%
5,422
+277
90
$280K 0.19%
+4,905
91
$276K 0.19%
5,435
-635
92
$275K 0.19%
4,278
+164
93
$273K 0.18%
1,100
-60
94
$266K 0.18%
+4,831
95
$247K 0.17%
+7,440
96
$244K 0.16%
2,345
+110
97
$240K 0.16%
8,076
98
$239K 0.16%
25,450
99
$234K 0.16%
15,530
100
$221K 0.15%
8,520
-3,465
1 2 3
4
5