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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$551K 0.3%
2,913
+1,325
77
$548K 0.3%
2,960
78
$534K 0.29%
3,550
-250
79
$533K 0.29%
7,304
-250
80
$523K 0.29%
7,953
+417
81
$508K 0.28%
4,316
+322
82
$497K 0.27%
8,356
-2,392
83
$488K 0.27%
6,600
+75
84
$473K 0.26%
12,260
85
$456K 0.25%
10,200
86
$445K 0.24%
7,632
-8
87
$442K 0.24%
5,310
88
$438K 0.24%
7,075
-150
89
$433K 0.24%
223
-5
90
$422K 0.23%
12,204
91
$408K 0.22%
6,695
+89
92
$407K 0.22%
3,743
-82
93
$407K 0.22%
15,584
+9,350
94
$367K 0.2%
14,600
-400
95
$357K 0.2%
25,450
96
$343K 0.19%
6,595
+98
97
$339K 0.19%
1,060
98
$335K 0.18%
5,151
-1,060
99
$330K 0.18%
+16,028
100
$330K 0.18%
+3,392
2 3
4
5 6