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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$520K 0.28%
7,134
-170
77
$506K 0.27%
12,260
78
$497K 0.26%
1,787
-1,172
79
$486K 0.26%
10,200
80
$482K 0.25%
7,632
81
$481K 0.25%
3,743
82
$468K 0.25%
5,310
83
$465K 0.25%
7,075
84
$444K 0.23%
6,575
-25
85
$428K 0.23%
223
86
$423K 0.22%
12,204
87
$386K 0.2%
25,450
88
$384K 0.2%
24,125
-750
89
$375K 0.2%
6,695
90
$365K 0.19%
14,600
91
$310K 0.16%
17,450
+2,996
92
$305K 0.16%
14,230
93
$304K 0.16%
10,922
-662
94
$296K 0.16%
4,251
-900
95
$294K 0.16%
15,530
96
$292K 0.15%
3,750
-550
97
$291K 0.15%
3,241
-2,429
98
$289K 0.15%
860
-200
99
$287K 0.15%
21,656
-95,362
100
$286K 0.15%
4,730
2 3
4
5 6