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
$339M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.08M
3
+$959K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$894K
5
BND icon
Vanguard Total Bond Market
BND
+$787K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$480K
4
AAPL icon
Apple
AAPL
+$389K
5
VZ icon
Verizon
VZ
+$324K

Sector Composition

1 Technology 20.12%
2 Healthcare 12.2%
3 Financials 9.32%
4 Consumer Discretionary 8.84%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.12M 0.33%
20,964
77
$1.11M 0.33%
43,788
+11,130
78
$1.1M 0.33%
14,156
+6,852
79
$933K 0.28%
17,354
80
$910K 0.27%
4,471
+3,090
81
$909K 0.27%
5,836
-200
82
$849K 0.25%
15,758
+10,562
83
$797K 0.24%
3,837
84
$766K 0.23%
23,622
-9,999
85
$760K 0.22%
7,359
+3,678
86
$747K 0.22%
9,212
-15,614
87
$722K 0.21%
12,260
88
$666K 0.2%
6,295
-2,994
89
$661K 0.2%
8,856
90
$609K 0.18%
10,200
91
$589K 0.17%
6,102
92
$566K 0.17%
5,329
+11
93
$558K 0.16%
3,827
-50
94
$554K 0.16%
3,554
-100
95
$550K 0.16%
1,600
96
$549K 0.16%
20,054
-4,600
97
$537K 0.16%
22,577
+12,209
98
$526K 0.16%
1,627
-700
99
$514K 0.15%
14,457
+182
100
$505K 0.15%
25,480
2 3
4
5 6