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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$166K 0.09%
1,230
127
$162K 0.09%
2,050
+100
128
$159K 0.08%
3,000
129
$157K 0.08%
+874
130
$155K 0.08%
1,750
131
$147K 0.08%
6,600
132
$139K 0.07%
237
133
$134K 0.07%
865
134
$117K 0.06%
+768
135
$114K 0.06%
1,112
136
$114K 0.06%
670
137
$114K 0.06%
2,000
138
$108K 0.06%
1,034
139
$107K 0.06%
1,360
-1,180
140
$107K 0.06%
1,695
141
$104K 0.06%
600
142
$100K 0.05%
1,365
143
$97K 0.05%
6,800
144
$97K 0.05%
1,404
145
$93K 0.05%
3,392
146
$88K 0.05%
1,400
147
$88K 0.05%
4,000
148
$88K 0.05%
1,385
149
$87K 0.05%
1,800
150
$87K 0.05%
6,272
4 5
6
7 8