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
$452M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$383K
3
+$255K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$243K
5
WEC icon
WEC Energy
WEC
+$239K

Top Sells

1
+$1.83M
2
+$428K
3
+$223K
4
PH icon
Parker-Hannifin
PH
+$203K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 21.25%
2 Healthcare 11.35%
3 Financials 8.91%
4 Consumer Discretionary 8.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.41M 0.31%
45,673
+61
77
$1.31M 0.29%
3,710
+368
78
$1.25M 0.28%
5,937
+97
79
$1.23M 0.27%
4,557
+193
80
$1.22M 0.27%
43,199
+1,249
81
$1.22M 0.27%
14,000
82
$1.17M 0.26%
40,306
+1,264
83
$1.1M 0.24%
2,240
+250
84
$1M 0.22%
15,494
+2,015
85
$996K 0.22%
6,147
-100
86
$986K 0.22%
21,960
87
$971K 0.21%
12,260
88
$943K 0.21%
7,359
89
$942K 0.21%
17,695
-200
90
$797K 0.18%
8,556
-300
91
$775K 0.17%
10,200
92
$773K 0.17%
1,561
93
$760K 0.17%
1,327
+124
94
$737K 0.16%
4,258
95
$728K 0.16%
1,492
96
$653K 0.14%
5,973
97
$650K 0.14%
28,046
-132
98
$638K 0.14%
6,628
+292
99
$634K 0.14%
5,036
-1
100
$633K 0.14%
25,480
2 3
4
5 6