LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$290M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$10.8M
2
+$675K
3
+$376K
4
BND icon
Vanguard Total Bond Market
BND
+$367K
5
PEP icon
PepsiCo
PEP
+$325K

Top Sells

1
+$3.6M
2
+$1.25M
3
+$1.19M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.04M
5
ITW icon
Illinois Tool Works
ITW
+$527K

Sector Composition

1 Technology 17.92%
2 Healthcare 14.78%
3 Financials 10.51%
4 Consumer Discretionary 10.16%
5 Consumer Staples 9.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$847K 0.29%
10,303
77
$821K 0.28%
3,213
78
$761K 0.26%
4,004
-34
79
$749K 0.26%
27,782
-602
80
$746K 0.26%
5,512
-75
81
$687K 0.24%
12,260
82
$685K 0.24%
4,030
-57
83
$670K 0.23%
1,690
84
$641K 0.22%
10,200
85
$615K 0.21%
4,787
86
$579K 0.2%
6,420
87
$549K 0.19%
10,557
88
$508K 0.18%
6,456
+200
89
$492K 0.17%
3,839
-5
90
$486K 0.17%
21,270
91
$479K 0.17%
3,187
-102
92
$467K 0.16%
4,576
93
$456K 0.16%
4,340
-427
94
$430K 0.15%
2,300
95
$428K 0.15%
5,050
96
$428K 0.15%
2,658
97
$422K 0.15%
5,040
98
$406K 0.14%
4,169
-81
99
$400K 0.14%
2,329
100
$398K 0.14%
5,409
-93
1 2 3
4
5