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
$267M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$377K
3
+$352K
4
NEE icon
NextEra Energy
NEE
+$320K
5
ADBE icon
Adobe
ADBE
+$316K

Top Sells

1
+$456K
2
+$394K
3
+$375K
4
VZ icon
Verizon
VZ
+$289K
5
DUK icon
Duke Energy
DUK
+$220K

Sector Composition

1 Technology 17.71%
2 Healthcare 14.63%
3 Financials 10.14%
4 Consumer Staples 9.05%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$744K 0.28%
3,964
77
$741K 0.28%
12,907
-6,859
78
$735K 0.28%
32,434
+8,974
79
$694K 0.26%
17,354
+220
80
$660K 0.25%
1,849
+1
81
$647K 0.24%
2,999
82
$614K 0.23%
3,804
-46
83
$606K 0.23%
12,260
84
$586K 0.22%
24,654
85
$583K 0.22%
22,609
+280
86
$580K 0.22%
3,551
+1,686
87
$557K 0.21%
4,412
88
$550K 0.21%
10,200
89
$526K 0.2%
9,081
90
$511K 0.19%
25,480
91
$483K 0.18%
5,207
+162
92
$476K 0.18%
21,828
+10,976
93
$459K 0.17%
6,267
-112
94
$452K 0.17%
5,225
95
$447K 0.17%
1,614
96
$446K 0.17%
23,874
+44
97
$427K 0.16%
6,042
+426
98
$416K 0.16%
5,040
99
$387K 0.14%
8,040
+1,244
100
$386K 0.14%
4,483
2 3
4
5 6