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
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$237K 0.15%
12,230
-14,000
102
$237K 0.15%
6,359
-10,701
103
$228K 0.15%
3,665
-2,150
104
$226K 0.15%
+4,084
105
$226K 0.15%
16,028
106
$215K 0.14%
9,000
107
$206K 0.13%
+20,000
108
$205K 0.13%
956
-1,300
109
$197K 0.13%
+6,825
110
$183K 0.12%
+7,575
111
$177K 0.12%
+5,509
112
$176K 0.11%
5,640
-2,436
113
$173K 0.11%
+2,390
114
$167K 0.11%
+9,050
115
$158K 0.1%
+2,400
116
$154K 0.1%
+3,155
117
$148K 0.1%
+1,250
118
$136K 0.09%
+4,440
119
$122K 0.08%
2,907
-6,000
120
$121K 0.08%
+7,550
121
$116K 0.08%
+1,204
122
$114K 0.07%
+1,500
123
$114K 0.07%
+16,496
124
$109K 0.07%
+6,000
125
$108K 0.07%
+860
3 4
5
6 7