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
$449M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$595K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$499K
5
AMZN icon
Amazon
AMZN
+$424K

Top Sells

1
+$346K
2
+$290K
3
+$227K
4
CARR icon
Carrier Global
CARR
+$199K
5
COST icon
Costco
COST
+$170K

Sector Composition

1 Technology 20.61%
2 Financials 10.72%
3 Healthcare 10.64%
4 Consumer Discretionary 8.24%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$611K 0.14%
5,284
+238
102
$595K 0.13%
25,702
+1,168
103
$583K 0.13%
8,556
104
$581K 0.13%
5,883
+47
105
$577K 0.13%
25,480
106
$549K 0.12%
1,485
+140
107
$531K 0.12%
10,305
108
$529K 0.12%
1,465
-8
109
$499K 0.11%
4,249
-40
110
$488K 0.11%
24,400
111
$469K 0.1%
2,756
+214
112
$468K 0.1%
5,209
+277
113
$461K 0.1%
7,091
114
$446K 0.1%
999
+15
115
$443K 0.1%
10,742
116
$433K 0.1%
1,031
-49
117
$415K 0.09%
90
118
$392K 0.09%
+5,954
119
$390K 0.09%
14,900
+6,231
120
$387K 0.09%
2,316
+612
121
$386K 0.09%
+1,340
122
$374K 0.08%
3,146
+600
123
$365K 0.08%
5,040
124
$356K 0.08%
1,834
125
$353K 0.08%
2,833
3 4
5
6 7