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
$154M
AUM Growth
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$441K 0.29%
6,772
+1,350
77
$420K 0.27%
+7,335
78
$414K 0.27%
12,260
79
$409K 0.27%
10,200
80
$405K 0.26%
4,811
-250
81
$395K 0.26%
6,770
82
$395K 0.26%
7,554
-27,757
83
$379K 0.25%
12,627
+1,320
84
$377K 0.24%
12,246
-1,191
85
$374K 0.24%
24,188
+19,048
86
$372K 0.24%
12,257
-659
87
$364K 0.24%
236
-10
88
$354K 0.23%
3,080
89
$332K 0.22%
46,104
+29,608
90
$307K 0.2%
4,114
91
$303K 0.2%
3,825
-13,410
92
$294K 0.19%
3,409
93
$285K 0.18%
25,450
94
$278K 0.18%
2,870
-1,255
95
$276K 0.18%
4,730
-175
96
$269K 0.17%
1,060
-40
97
$268K 0.17%
4,225
+560
98
$249K 0.16%
13,230
+1,000
99
$238K 0.15%
3,305
100
$234K 0.15%
15,530
2 3
4
5 6