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
$191M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$1M
3
+$919K
4
ABT icon
Abbott
ABT
+$833K
5
CB icon
Chubb
CB
+$505K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$967K
4
INTU icon
Intuit
INTU
+$468K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$323K

Sector Composition

1 Technology 19.48%
2 Healthcare 17.25%
3 Financials 14.7%
4 Consumer Discretionary 12.24%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$216K 0.11%
+2,400
102
$213K 0.11%
726
-4,000
103
$209K 0.11%
+2,125
104
$208K 0.11%
2,320
-400
105
$171K 0.09%
18,518
-1,000
106
– –
-2,738
107
– –
-4,440
108
– –
-1,250
109
– –
-6,768
110
– –
-5,934
111
– –
-15,530
112
– –
-4,730
113
– –
-13,000
114
– –
-3,025
115
– –
-25,051
1 2 3 4
5