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
$334M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$1.96M
3
+$1.41M
4
CMF icon
iShares California Muni Bond ETF
CMF
+$1.03M
5
BND icon
Vanguard Total Bond Market
BND
+$606K

Top Sells

1
+$1.79M
2
+$782K
3
+$549K
4
WELL icon
Welltower
WELL
+$265K
5
MMM icon
3M
MMM
+$209K

Sector Composition

1 Technology 20.83%
2 Healthcare 11.66%
3 Financials 9.35%
4 Consumer Discretionary 8.84%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$477K 0.14%
14,275
-2,050
102
$475K 0.14%
5,040
103
$465K 0.14%
5,878
+2,680
104
$440K 0.13%
5,225
105
$436K 0.13%
1,585
+597
106
$436K 0.13%
946
107
$429K 0.13%
2,896
-95
108
$426K 0.13%
4,410
109
$394K 0.12%
3,428
+85
110
$390K 0.12%
+3,681
111
$371K 0.11%
+10,742
112
$355K 0.11%
3,962
113
$344K 0.1%
24,400
114
$313K 0.09%
1,045
115
$313K 0.09%
2,915
-200
116
$305K 0.09%
4,108
-2,185
117
$294K 0.09%
109
118
$293K 0.09%
792
119
$283K 0.08%
+13,800
120
$281K 0.08%
2,712
121
$278K 0.08%
18,368
-150
122
$276K 0.08%
10,526
123
$275K 0.08%
+5,196
124
$273K 0.08%
+1,381
125
$269K 0.08%
7,339
2 3 4
5
6