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
$192M
AUM Growth
-$51.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$2.44M
2
+$414K
3
+$379K
4
NEE icon
NextEra Energy
NEE
+$337K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$256K

Top Sells

1
+$3.55M
2
+$2.1M
3
+$1.49M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.05M
5
COP icon
ConocoPhillips
COP
+$610K

Sector Composition

1 Technology 18.69%
2 Healthcare 15.97%
3 Financials 11.88%
4 Consumer Staples 9.48%
5 Consumer Discretionary 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$423K 0.22%
4,730
+216
77
$420K 0.22%
5,567
-125
78
$416K 0.22%
18,901
79
$414K 0.22%
+4,660
80
$408K 0.21%
24,125
81
$392K 0.2%
4,686
-1,095
82
$391K 0.2%
10,200
83
$382K 0.2%
4,087
-121
84
$379K 0.2%
+11,895
85
$375K 0.2%
22,896
-16
86
$372K 0.19%
5,906
-380
87
$370K 0.19%
4,301
88
$355K 0.19%
10,555
-17,004
89
$327K 0.17%
7,156
-95
90
$319K 0.17%
6,693
-507
91
$319K 0.17%
2,300
92
$317K 0.17%
5,040
93
$313K 0.16%
2,955
94
$303K 0.16%
4,986
95
$299K 0.16%
2,619
-78
96
$291K 0.15%
860
97
$278K 0.15%
2,898
98
$272K 0.14%
1,805
99
$267K 0.14%
4,250
100
$265K 0.14%
3,844
2 3
4
5 6