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
$276M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$13.7M
3
+$9.92M
4
TMO icon
Thermo Fisher Scientific
TMO
+$8.93M
5
V icon
Visa
V
+$8.85M

Top Sells

No sells this quarter

Sector Composition

1 Technology 18.68%
2 Healthcare 15.1%
3 Financials 10.6%
4 Consumer Staples 9.62%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$388K 0.14%
+2,658
102
$365K 0.13%
+4,654
103
$353K 0.13%
+2,329
104
$351K 0.13%
+2,916
105
$337K 0.12%
+13,480
106
$327K 0.12%
+921
107
$325K 0.12%
+1,349
108
$317K 0.11%
+2,354
109
$305K 0.11%
+137
110
$298K 0.11%
+8,095
111
$295K 0.11%
+2,759
112
$286K 0.1%
+1,045
113
$283K 0.1%
+5,164
114
$275K 0.1%
+3,982
115
$256K 0.09%
+1,600
116
$235K 0.09%
+750
117
$212K 0.08%
+600
118
$206K 0.07%
+865
119
$205K 0.07%
+2,237
120
$189K 0.07%
+2,974
121
$163K 0.06%
+18,518
122
$81K 0.03%
+10,260
1 2 3 4
5