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
$165M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$937K
3
+$773K
4
AMT icon
American Tower
AMT
+$153K
5
SCHW icon
Charles Schwab
SCHW
+$145K

Top Sells

1
+$5.19M
2
+$1.87M
3
+$1.61M
4
NEOG icon
Neogen
NEOG
+$1.09M
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
– –
-600
109
– –
-200
110
– –
-415
111
– –
-200
112
– –
-3,000
113
– –
-1,385
114
– –
-480
115
– –
-440
116
– –
-440
117
– –
-300
118
– –
-1,404
119
– –
-3,392
120
– –
-4,750
121
– –
-4,500
122
– –
-237
123
– –
-133
124
– –
-6,600
125
– –
-190
3 4
5
6 7