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
$449M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$595K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$499K
5
AMZN icon
Amazon
AMZN
+$424K

Top Sells

1
+$346K
2
+$290K
3
+$227K
4
CARR icon
Carrier Global
CARR
+$199K
5
COST icon
Costco
COST
+$170K

Sector Composition

1 Technology 20.61%
2 Financials 10.72%
3 Healthcare 10.64%
4 Consumer Discretionary 8.24%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.38M 0.31%
47,326
+2,103
77
$1.29M 0.29%
45,673
78
$1.26M 0.28%
47,677
+3,353
79
$1.26M 0.28%
4,023
+222
80
$1.2M 0.27%
2,087
+232
81
$1.19M 0.27%
16,480
+55
82
$1.17M 0.26%
16,643
83
$1.13M 0.25%
18,317
+622
84
$1.12M 0.25%
2,254
85
$1.1M 0.24%
14,000
86
$1.06M 0.24%
4,537
-20
87
$1.03M 0.23%
6,205
+227
88
$949K 0.21%
7,359
89
$947K 0.21%
12,260
90
$935K 0.21%
20,610
91
$892K 0.2%
14,370
-662
92
$867K 0.19%
1,587
+29
93
$763K 0.17%
4,475
+217
94
$756K 0.17%
10,200
95
$709K 0.16%
8,669
+969
96
$700K 0.16%
1,493
97
$685K 0.15%
20,054
98
$667K 0.15%
6,083
+110
99
$623K 0.14%
5,700
100
$613K 0.14%
28,517
+813
2 3
4
5 6