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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$177K 0.1%
7,675
127
$171K 0.09%
1,950
128
$166K 0.09%
8,038
+2,170
129
$164K 0.09%
1,230
130
$158K 0.09%
6,450
131
$154K 0.08%
958
+25
132
$149K 0.08%
1,750
133
$148K 0.08%
+1,770
134
$148K 0.08%
6,600
135
$143K 0.08%
3,000
136
$135K 0.07%
2,907
137
$134K 0.07%
237
138
$128K 0.07%
+7,500
139
$120K 0.07%
4,256
+4,056
140
$115K 0.06%
865
141
$115K 0.06%
2,573
+976
142
$103K 0.06%
1,112
143
$103K 0.06%
670
144
$101K 0.06%
1,034
+234
145
$101K 0.06%
1,930
146
$99K 0.05%
6,800
147
$95K 0.05%
1,365
148
$95K 0.05%
600
149
$93K 0.05%
1,800
150
$93K 0.05%
1,385
-78
4 5
6
7 8