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
$288M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$455K
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$322K
5
DG icon
Dollar General
DG
+$314K

Top Sells

1
+$698K
2
+$451K
3
+$415K
4
AAPL icon
Apple
AAPL
+$372K
5
COST icon
Costco
COST
+$339K

Sector Composition

1 Technology 16.82%
2 Healthcare 14.6%
3 Financials 11.59%
4 Consumer Discretionary 8.8%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$827K 0.29%
17,354
77
$821K 0.28%
12,751
-156
78
$820K 0.28%
35,930
+3,496
79
$784K 0.27%
31,652
+9,824
80
$780K 0.27%
4,856
+1,305
81
$769K 0.27%
3,860
-104
82
$744K 0.26%
2,999
83
$707K 0.25%
1,849
84
$705K 0.24%
1,291
+383
85
$669K 0.23%
4,412
86
$649K 0.23%
8,856
-225
87
$645K 0.22%
12,260
88
$635K 0.22%
3,654
-150
89
$602K 0.21%
6,267
90
$598K 0.21%
10,200
91
$595K 0.21%
24,654
92
$563K 0.2%
21,284
-1,325
93
$543K 0.19%
1,614
94
$540K 0.19%
5,255
+48
95
$534K 0.19%
27,704
+3,830
96
$529K 0.18%
25,480
97
$501K 0.17%
10,718
+2,678
98
$497K 0.17%
4,483
99
$496K 0.17%
5,225
100
$481K 0.17%
6,293
+251
2 3
4
5 6