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
$334M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.96M
3
+$1.41M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.03M
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$1.79M
2
+$782K
3
+$549K
4
WELL icon
Welltower
WELL
+$265K
5
MMM icon
3M
MMM
+$209K

Sector Composition

1 Technology 20.83%
2 Healthcare 11.66%
3 Financials 9.35%
4 Consumer Discretionary 8.84%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.33%
15,793
+1,942
77
$1.1M 0.33%
20,964
78
$1.09M 0.33%
22,897
+5,118
79
$1.04M 0.31%
20,952
+125
80
$1.03M 0.31%
+18,075
81
$999K 0.3%
6,036
82
$898K 0.27%
17,354
83
$866K 0.26%
3,837
-23
84
$839K 0.25%
32,658
+1,006
85
$751K 0.23%
2,327
-2,425
86
$749K 0.22%
12,260
87
$748K 0.22%
8,856
88
$655K 0.2%
3,654
89
$650K 0.19%
24,654
90
$646K 0.19%
10,200
91
$589K 0.18%
2,999
92
$588K 0.18%
3,877
93
$588K 0.18%
5,318
-28
94
$567K 0.17%
+7,304
95
$562K 0.17%
25,480
96
$560K 0.17%
1,600
-14
97
$552K 0.17%
6,102
98
$517K 0.16%
4,483
99
$496K 0.15%
25,409
+658
100
$478K 0.14%
+10,305
2 3
4
5 6