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
$223M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.65M
2
+$2.15M
3
+$1.27M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$997K
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878K

Top Sells

1
+$217K
2
+$215K
3
+$208K
4
ITW icon
Illinois Tool Works
ITW
+$187K
5
CTAS icon
Cintas
CTAS
+$110K

Sector Composition

1 Technology 17.12%
2 Healthcare 15.05%
3 Financials 13.65%
4 Consumer Discretionary 10.69%
5 Consumer Staples 9.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$621K 0.28%
5,664
77
$580K 0.26%
9,500
+188
78
$565K 0.25%
7,988
79
$563K 0.25%
6,254
80
$559K 0.25%
6,350
81
$555K 0.25%
5,501
+500
82
$555K 0.25%
10,832
+1,200
83
$533K 0.24%
6,662
-147
84
$525K 0.24%
24,125
85
$518K 0.23%
23,290
+13,666
86
$514K 0.23%
7,700
87
$506K 0.23%
12,260
88
$495K 0.22%
10,200
89
$491K 0.22%
+2,935
90
$481K 0.22%
4,655
91
$481K 0.22%
10,165
92
$461K 0.21%
6,286
-240
93
$451K 0.2%
3,108
-120
94
$424K 0.19%
3,216
95
$416K 0.19%
10,115
96
$413K 0.19%
5,786
-42
97
$410K 0.18%
+7,972
98
$408K 0.18%
+4,536
99
$393K 0.18%
95,600
+15,720
100
$388K 0.17%
5,020
+100
1 2 3
4
5