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
$329M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.92M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2M
5
FTNT icon
Fortinet
FTNT
+$1.94M

Top Sells

1
+$1.95M
2
+$436K
3
+$421K
4
AAPL icon
Apple
AAPL
+$161K
5
INTU icon
Intuit
INTU
+$120K

Sector Composition

1 Technology 17.91%
2 Healthcare 13.86%
3 Financials 10.09%
4 Consumer Discretionary 9.52%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.31%
6,161
77
$985K 0.3%
20,964
78
$964K 0.29%
3,030
79
$908K 0.28%
17,134
80
$902K 0.27%
24,250
81
$893K 0.27%
3,213
82
$817K 0.25%
3,930
-100
83
$758K 0.23%
27,776
-6
84
$756K 0.23%
3,900
-104
85
$745K 0.23%
12,260
86
$744K 0.23%
5,512
87
$723K 0.22%
1,690
88
$684K 0.21%
10,200
89
$653K 0.2%
4,787
90
$614K 0.19%
6,379
-41
91
$535K 0.16%
3,151
-36
92
$528K 0.16%
2,300
93
$522K 0.16%
5,040
94
$518K 0.16%
4,576
95
$509K 0.15%
3,839
96
$502K 0.15%
6,456
97
$499K 0.15%
4,318
-22
98
$491K 0.15%
21,436
+9,014
99
$462K 0.14%
21,270
100
$461K 0.14%
2,329
2 3
4
5 6