We are live on ! Find out more
LCM

Liberty Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$165M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.1M
2
+$1.09M
3
+$813K
4
SCHW
Charles Schwab
SCHW
+$149K
5
AMT icon
American Tower
AMT
+$148K

Top Sells

1
+$5.19M
2
+$2.02M
3
+$1.61M
4
NEOG icon
Neogen
NEOG
+$982K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$386K

Sector Composition

1 Technology 18.97%
2 Healthcare 17.88%
3 Financials 13.93%
4 Industrials 10.51%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$227K 0.14%
3,830
102
$221K 0.13%
2,302
103
$217K 0.13%
6,615
104
$204K 0.12%
3,156
-85
105
$203K 0.12%
4,440
106
$202K 0.12%
2,709
107
$200K 0.12%
1,250
108
– –
-237
109
– –
-133
110
– –
-190
111
– –
-1,895
112
– –
-100
113
– –
-1,000
114
– –
-238
115
– –
-65
116
– –
-800
117
– –
-731
118
– –
-1,100
119
– –
-3,510
120
– –
-958
121
– –
-20,000
122
– –
-90
123
– –
-840
124
– –
-249
125
– –
-2,300
3 4
5
6 7