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
$276M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.7M
3
+$9.92M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.93M
5
V icon
Visa
V
+$8.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.68%
2 Healthcare 15.1%
3 Financials 10.6%
4 Consumer Staples 9.62%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$795K 0.29%
+28,384
77
$777K 0.28%
+5,587
78
$767K 0.28%
+17,134
79
$745K 0.27%
+3,213
80
$688K 0.25%
+4,087
81
$668K 0.24%
+23,750
82
$665K 0.24%
+12,260
83
$648K 0.23%
+4,038
84
$632K 0.23%
+1,690
85
$597K 0.22%
+10,200
86
$583K 0.21%
+4,787
87
$529K 0.19%
+10,557
88
$516K 0.19%
+6,420
89
$474K 0.17%
+3,289
90
$470K 0.17%
+4,576
91
$469K 0.17%
+24,724
92
$465K 0.17%
+6,256
93
$462K 0.17%
+21,270
94
$460K 0.17%
+5,040
95
$444K 0.16%
+4,767
96
$439K 0.16%
+3,844
97
$429K 0.16%
+5,502
98
$421K 0.15%
+5,050
99
$393K 0.14%
+4,250
100
$388K 0.14%
+2,300
1 2 3
4
5