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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$284K 0.15%
3,510
-4,846
102
$260K 0.14%
5,640
103
$250K 0.13%
6,640
104
$242K 0.13%
2,302
105
$241K 0.13%
1,895
-200
106
$237K 0.13%
2,709
107
$232K 0.12%
6,615
108
$230K 0.12%
3,830
-352
109
$228K 0.12%
3,000
-350
110
$225K 0.12%
7,056
+2,800
111
$207K 0.11%
4,440
112
$206K 0.11%
1,250
113
$203K 0.11%
5,040
114
$203K 0.11%
726
-4,200
115
$201K 0.11%
10,170
+2,132
116
$200K 0.11%
2,300
117
$198K 0.1%
20,000
118
$195K 0.1%
7,518
-8,066
119
$194K 0.1%
2,400
120
$194K 0.1%
7,675
121
$184K 0.1%
3,378
-196
122
$182K 0.1%
2,125
-261
123
$176K 0.09%
958
124
$171K 0.09%
6,450
125
$166K 0.09%
3,607
+700
3 4
5
6 7