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
$371M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$2.38M
3
+$2.05M
4
CARR icon
Carrier Global
CARR
+$1.2M
5
BLK icon
Blackrock
BLK
+$956K

Top Sells

1
+$3.18M
2
+$912K
3
+$795K
4
COST icon
Costco
COST
+$576K
5
HD icon
Home Depot
HD
+$552K

Sector Composition

1 Technology 18.9%
2 Healthcare 14.15%
3 Financials 9.22%
4 Consumer Discretionary 9.06%
5 Consumer Staples 7.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$236K 0.06%
+4,036
127
$229K 0.06%
+2,220
128
$223K 0.06%
+6,771
129
$223K 0.06%
1,245
-50
130
$217K 0.06%
1,622
-75
131
$215K 0.06%
2,050
132
$209K 0.06%
+1,829
133
$202K 0.05%
+2,792
134
$189K 0.05%
2,974
135
$82K 0.02%
10,260
136
– –
-4,169
2 3 4 5
6