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
$267M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$377K
3
+$352K
4
NEE icon
NextEra Energy
NEE
+$320K
5
ADBE icon
Adobe
ADBE
+$316K

Top Sells

1
+$456K
2
+$394K
3
+$375K
4
VZ icon
Verizon
VZ
+$289K
5
DUK icon
Duke Energy
DUK
+$220K

Sector Composition

1 Technology 17.71%
2 Healthcare 14.63%
3 Financials 10.14%
4 Consumer Staples 9.05%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$377K 0.14%
+908
102
$368K 0.14%
4,298
103
$362K 0.14%
3,559
104
$356K 0.13%
4,536
105
$356K 0.13%
921
106
$331K 0.12%
2,991
-36
107
$328K 0.12%
7,489
-201
108
$289K 0.11%
5,164
109
$281K 0.11%
2,742
110
$277K 0.1%
10,686
-642
111
$272K 0.1%
3,115
112
$257K 0.1%
24,400
113
$245K 0.09%
2,329
114
$243K 0.09%
1,045
115
$243K 0.09%
1,156
-25
116
$242K 0.09%
3,962
117
$233K 0.09%
1,625
118
$224K 0.08%
2,660
119
$219K 0.08%
2,375
120
$213K 0.08%
3,000
-24
121
$212K 0.08%
2,220
122
$212K 0.08%
792
123
$207K 0.08%
18,518
124
$202K 0.08%
+2,674
125
$193K 0.07%
23,340
2 3 4
5
6