LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
This Quarter Return
+11.34%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$276M
AUM Growth
–
Cap. Flow
+$276M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
33.67%
Holding
122
New
122
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Apple
AAPL
|
$15.3M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$13.7M |
| 3 |
Intuit
INTU
|
$9.92M |
| 4 |
Thermo Fisher Scientific
TMO
|
$8.93M |
| 5 |
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% |
