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
$191M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$1M
3
+$919K
4
ABT icon
Abbott
ABT
+$833K
5
CB icon
Chubb
CB
+$505K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$967K
4
INTU icon
Intuit
INTU
+$468K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$323K

Sector Composition

1 Technology 19.48%
2 Healthcare 17.25%
3 Financials 14.7%
4 Consumer Discretionary 12.24%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$471K 0.25%
5,662
-1,854
77
$450K 0.24%
6,350
78
$448K 0.23%
10,718
-1,370
79
$438K 0.23%
24,125
80
$432K 0.23%
6,378
-243
81
$424K 0.22%
6,584
82
$421K 0.22%
+3,451
83
$401K 0.21%
5,908
-68
84
$390K 0.2%
3,864
85
$387K 0.2%
195
-10
86
$387K 0.2%
9,232
+92
87
$385K 0.2%
2,340
+1,096
88
$321K 0.17%
2,055
-110
89
$301K 0.16%
11,966
+40
90
$298K 0.16%
860
91
$296K 0.15%
14,230
92
$292K 0.15%
5,040
93
$286K 0.15%
17,080
+370
94
$285K 0.15%
3,680
-150
95
$259K 0.14%
2,302
96
$247K 0.13%
+2,300
97
$245K 0.13%
9,661
-502
98
$231K 0.12%
13,700
-11,750
99
$230K 0.12%
2,709
100
$219K 0.11%
+3,000
1 2 3
4
5