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
$371M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1 +$4M
2 +$2.38M
3 +$2.05M
4
CARR icon
Carrier Global
CARR
+$1.2M
5
BLK icon
Blackrock
BLK
+$956K

Top Sells

1 +$3.18M
2 +$912K
3 +$795K
4
COST icon
Costco
COST
+$576K
5
HD icon
Home Depot
HD
+$552K

Sector Composition

1 Technology 18.9%
2 Healthcare 14.15%
3 Financials 9.22%
4 Consumer Discretionary 9.06%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$1.11M 0.3%
2,999
77
$1.09M 0.29%
17,134
78
$1.05M 0.28%
9,017
-27,381
79
$1.04M 0.28%
6,076
-85
80
$1.02M 0.28%
3,964
+64
81
$1.01M 0.27%
20,964
82
$961K 0.26%
3,213
83
$956K 0.26%
+1,044
84
$937K 0.25%
11,588
-638
85
$825K 0.22%
3,850
-50
86
$814K 0.22%
12,260
87
$803K 0.22%
8,659
-5,055
88
$755K 0.2%
1,589
-7
89
$725K 0.2%
10,200
90
$722K 0.19%
4,412
-1,100
91
$658K 0.18%
4,912
+125
92
$653K 0.18%
5,040
93
$649K 0.18%
2,350
+50
94
$593K 0.16%
6,379
95
$580K 0.16%
22,006
+80
96
$570K 0.15%
4,305
-6,885
97
$541K 0.15%
3,137
-14
98
$540K 0.15%
1,614
+14
99
$527K 0.14%
4,576
100
$522K 0.14%
3,763
-76