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
$148M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.13M
3
+$1.06M
4
VZ icon
Verizon
VZ
+$670K
5
T icon
AT&T
T
+$577K

Top Sells

1
+$571K
2
+$402K
3
+$324K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$310K
5
LOW icon
Lowe's Companies
LOW
+$278K

Sector Composition

1 Healthcare 19.65%
2 Consumer Discretionary 13.44%
3 Consumer Staples 11.59%
4 Technology 10.86%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$219K 0.15%
16,028
102
$219K 0.15%
9,000
-1,950
103
$202K 0.14%
+2,356
104
$50K 0.03%
+1,199
105
– –
-5,430
106
– –
-3,304
107
– –
-6,825
108
– –
-2,052
109
– –
-3,185
110
– –
-2,130
1 2 3 4
5