LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
This Quarter Return
+1.08%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$154M
AUM Growth
+$154M
(+3.8%)
Cap. Flow
+$10.7M
Cap. Flow
% of AUM
6.95%
Top 10 Holdings %
Top 10 Hldgs %
24.56%
Holding
255
New
147
Increased
37
Reduced
41
Closed
6
Top Buys
| 1 |
Apple
AAPL
|
$3.72M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$3.04M |
| 3 |
CELG
Celgene Corp
CELG
|
$2.7M |
| 4 |
Church & Dwight Co
CHD
|
$1.77M |
| 5 |
Ulta Beauty
ULTA
|
$1.62M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$2.93M |
| 2 |
Ford
F
|
$838K |
| 3 |
AT&T
T
|
$426K |
| 4 |
Southern Company
SO
|
$416K |
| 5 |
iShares MSCI Emerging Markets ETF
EEM
|
$399K |
Sector Composition
| 1 | Healthcare | 20.02% |
| 2 | Technology | 14% |
| 3 | Consumer Discretionary | 13.22% |
| 4 | Financials | 11.73% |
| 5 | Consumer Staples | 11.09% |
