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
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$100K 0.07%
+724
127
$100K 0.07%
+1,695
128
$98K 0.06%
+1,430
129
$96K 0.06%
+4,000
130
$96K 0.06%
1,930
-8,370
131
$94K 0.06%
+2,182
132
$93K 0.06%
+6,272
133
$88K 0.06%
+3,392
134
$86K 0.06%
+1,000
135
$79K 0.05%
+1,378
136
$77K 0.05%
1,000
-1,356
137
$76K 0.05%
+2,675
138
$75K 0.05%
+2,820
139
$73K 0.05%
+5,140
140
$72K 0.05%
+600
141
$72K 0.05%
+1,600
142
$71K 0.05%
+582
143
$66K 0.04%
+800
144
$61K 0.04%
+505
145
$58K 0.04%
+1,500
146
$53K 0.03%
+680
147
$53K 0.03%
+1,255
148
$53K 0.03%
+740
149
$53K 0.03%
+250
150
$53K 0.03%
+2,600
4 5
6
7 8