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
$288M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$455K
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$322K
5
DG icon
Dollar General
DG
+$314K

Top Sells

1
+$698K
2
+$451K
3
+$415K
4
AAPL icon
Apple
AAPL
+$372K
5
COST icon
Costco
COST
+$339K

Sector Composition

1 Technology 16.82%
2 Healthcare 14.6%
3 Financials 11.59%
4 Consumer Discretionary 8.8%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$455K 0.16%
+25,548
102
$448K 0.16%
921
103
$379K 0.13%
4,536
104
$376K 0.13%
2,991
105
$376K 0.13%
7,339
-150
106
$376K 0.13%
5,040
107
$368K 0.13%
14,204
+3,518
108
$366K 0.13%
4,138
-160
109
$365K 0.13%
3,381
-178
110
$344K 0.12%
3,115
111
$328K 0.11%
5,164
112
$322K 0.11%
1,045
113
$320K 0.11%
2,712
-30
114
$302K 0.1%
+20,091
115
$292K 0.1%
1,625
116
$287K 0.1%
24,400
117
$278K 0.1%
3,962
118
$278K 0.1%
+11,217
119
$268K 0.09%
+9,229
120
$264K 0.09%
2,660
121
$254K 0.09%
2,329
122
$248K 0.09%
3,198
+524
123
$245K 0.09%
+10,494
124
$240K 0.08%
+2,302
125
$238K 0.08%
2,375
2 3 4
5
6