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
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$421K 0.27%
4,125
+1,780
77
$413K 0.27%
12,916
+959
78
$405K 0.26%
13,437
-14,129
79
$403K 0.26%
6,770
+1,939
80
$391K 0.25%
12,260
-2,760
81
$389K 0.25%
10,200
-3,520
82
$384K 0.25%
7,980
+2,545
83
$382K 0.25%
10,122
84
$366K 0.24%
246
85
$362K 0.24%
5,422
86
$354K 0.23%
+11,307
87
$353K 0.23%
+5,061
88
$338K 0.22%
12,660
89
$334K 0.22%
3,080
90
$331K 0.22%
6,000
91
$323K 0.21%
9,028
-135
92
$296K 0.19%
7,440
93
$294K 0.19%
3,409
-2,062
94
$281K 0.18%
4,114
-164
95
$275K 0.18%
+19,746
96
$267K 0.17%
25,450
97
$263K 0.17%
4,905
98
$261K 0.17%
1,100
99
$255K 0.17%
3,305
-3,605
100
$240K 0.16%
15,530
2 3
4
5 6