LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$371M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.38M
3
+$2.05M
4
CARR icon
Carrier Global
CARR
+$1.2M
5
BLK icon
Blackrock
BLK
+$956K

Top Sells

1
+$3.18M
2
+$912K
3
+$795K
4
COST icon
Costco
COST
+$576K
5
HD icon
Home Depot
HD
+$552K

Sector Composition

1 Technology 18.9%
2 Healthcare 14.15%
3 Financials 9.22%
4 Consumer Discretionary 9.06%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$514K 0.14%
4,298
-20
102
$465K 0.13%
5,225
+175
103
$458K 0.12%
2,329
104
$454K 0.12%
7,690
105
$397K 0.11%
4,279
106
$385K 0.1%
18,518
107
$370K 0.1%
4,706
-1,750
108
$369K 0.1%
1,206
-15
109
$359K 0.1%
13,480
110
$353K 0.1%
2,375
-174
111
$352K 0.1%
4,598
112
$345K 0.09%
3,962
-20
113
$327K 0.09%
921
114
$318K 0.09%
1,045
115
$315K 0.09%
11,684
-15,632
116
$311K 0.08%
2,660
117
$306K 0.08%
5,164
118
$298K 0.08%
750
119
$275K 0.07%
600
120
$263K 0.07%
3,024
121
$262K 0.07%
109
122
$260K 0.07%
13,988
-7,282
123
$258K 0.07%
865
124
$250K 0.07%
+8,138
125
$247K 0.07%
1,378
-89
2 3 4
5
6