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
$451M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$855K
3
+$610K
4
POWL icon
Powell Industries
POWL
+$563K
5
FNF icon
Fidelity National Financial
FNF
+$398K

Top Sells

1
+$2.09M
2
+$600K
3
+$389K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$351K
5
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$343K

Sector Composition

1 Technology 22.25%
2 Healthcare 10.2%
3 Financials 9.84%
4 Consumer Discretionary 8.78%
5 Industrials 7.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.34M 0.3%
3,801
+91
77
$1.24M 0.27%
5,884
-53
78
$1.22M 0.27%
14,000
79
$1.2M 0.27%
45,223
+4,917
80
$1.18M 0.26%
2,254
+14
81
$1.17M 0.26%
16,425
-4,835
82
$1.16M 0.26%
44,324
+1,125
83
$1.12M 0.25%
4,557
84
$1.09M 0.24%
1,855
+528
85
$1.06M 0.23%
16,643
-5,530
86
$1.05M 0.23%
17,695
87
$995K 0.22%
12,260
88
$939K 0.21%
7,359
89
$892K 0.2%
1,558
-3
90
$886K 0.2%
15,032
-462
91
$865K 0.19%
5,978
-169
92
$824K 0.18%
20,610
-1,350
93
$777K 0.17%
10,200
94
$763K 0.17%
1,493
+1
95
$740K 0.16%
5,973
96
$714K 0.16%
4,258
97
$650K 0.14%
5,836
-792
98
$639K 0.14%
8,556
99
$629K 0.14%
20,054
100
$618K 0.14%
7,700
+1,013
2 3
4
5 6