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
$165M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$937K
3
+$773K
4
AMT icon
American Tower
AMT
+$153K
5
SCHW icon
Charles Schwab
SCHW
+$145K

Top Sells

1
+$5.19M
2
+$1.87M
3
+$1.61M
4
NEOG icon
Neogen
NEOG
+$1.09M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$386K

Sector Composition

1 Technology 18.97%
2 Healthcare 17.88%
3 Financials 13.93%
4 Industrials 10.51%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$470K 0.28%
12,260
77
$470K 0.28%
1,787
78
$462K 0.28%
10,200
79
$457K 0.28%
5,258
-52
80
$451K 0.27%
6,575
81
$426K 0.26%
205
-18
82
$424K 0.26%
6,904
-728
83
$407K 0.25%
12,088
-116
84
$385K 0.23%
6,634
-500
85
$364K 0.22%
14,600
86
$352K 0.21%
7,000
-75
87
$344K 0.21%
6,621
-74
88
$304K 0.18%
24,125
89
$291K 0.18%
860
90
$288K 0.17%
10,693
-229
91
$287K 0.17%
11,262
+3,744
92
$286K 0.17%
16,950
-500
93
$283K 0.17%
6,940
+300
94
$282K 0.17%
14,230
95
$274K 0.17%
4,730
96
$252K 0.15%
4,051
-200
97
$244K 0.15%
2,740
-21,012
98
$234K 0.14%
5,040
99
$232K 0.14%
3,575
-175
100
$230K 0.14%
20,777
-879
2 3
4
5 6