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
$452M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$383K
3
+$255K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$243K
5
WEC icon
WEC Energy
WEC
+$239K

Top Sells

1
+$1.83M
2
+$428K
3
+$223K
4
PH icon
Parker-Hannifin
PH
+$203K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 21.25%
2 Healthcare 11.35%
3 Financials 8.91%
4 Consumer Discretionary 8.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$600K 0.13%
25,244
+104
102
$585K 0.13%
5,700
103
$584K 0.13%
20,054
104
$575K 0.13%
984
105
$573K 0.13%
10,305
106
$560K 0.12%
4,932
107
$560K 0.12%
6,687
-741
108
$554K 0.12%
1,477
-39
109
$547K 0.12%
1,080
110
$527K 0.12%
9,962
111
$503K 0.11%
4,289
-10
112
$482K 0.11%
3,535
113
$448K 0.1%
10,742
114
$424K 0.09%
24,400
115
$395K 0.09%
2,832
+1
116
$389K 0.09%
5,364
117
$384K 0.08%
415
118
$379K 0.08%
90
119
$364K 0.08%
2,746
120
$363K 0.08%
1,834
121
$352K 0.08%
600
-5
122
$344K 0.08%
2,618
123
$333K 0.07%
1,120
-74
124
$333K 0.07%
5,040
125
$318K 0.07%
3,962
3 4
5
6 7