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
$227M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$899K
3
+$730K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$403K
5
PGR icon
Progressive
PGR
+$339K

Top Sells

1
+$2.16M
2
+$529K
3
+$395K
4
V icon
Visa
V
+$319K
5
STZ icon
Constellation Brands
STZ
+$247K

Sector Composition

1 Technology 16.83%
2 Healthcare 13.72%
3 Financials 13.24%
4 Consumer Discretionary 10.19%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$586K 0.26%
7,375
-613
77
$563K 0.25%
7,011
+349
78
$561K 0.25%
4,914
-750
79
$559K 0.25%
23,690
+400
80
$546K 0.24%
9,575
+75
81
$540K 0.24%
18,901
+4,201
82
$538K 0.24%
5,762
-492
83
$515K 0.23%
12,260
84
$504K 0.22%
10,200
85
$504K 0.22%
4,208
-447
86
$501K 0.22%
5,350
-1,000
87
$492K 0.22%
2,935
88
$481K 0.21%
7,200
-500
89
$473K 0.21%
4,301
-1,200
90
$450K 0.2%
103,360
+7,760
91
$447K 0.2%
3,216
92
$436K 0.19%
24,125
93
$429K 0.19%
6,286
94
$413K 0.18%
5,214
+194
95
$400K 0.18%
2,517
+706
96
$391K 0.17%
7,972
97
$371K 0.16%
2,697
-411
98
$369K 0.16%
5,040
99
$352K 0.16%
4,986
-800
100
$348K 0.15%
14,230
1 2 3
4
5