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
$149M
AUM Growth
-$885K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$753K
3
+$288K
4
WFC icon
Wells Fargo
WFC
+$267K
5
FDX icon
FedEx
FDX
+$256K

Top Sells

1
+$774K
2
+$296K
3
+$218K
4
EOG icon
EOG Resources
EOG
+$216K
5
JCI icon
Johnson Controls International
JCI
+$202K

Sector Composition

1 Healthcare 20.24%
2 Technology 13.13%
3 Financials 11.44%
4 Consumer Staples 10.84%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-6,296
102
– –
-1,790
103
– –
-2,600
1 2 3 4
5