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
$288M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$455K
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$322K
5
DG icon
Dollar General
DG
+$314K

Top Sells

1
+$698K
2
+$451K
3
+$415K
4
AAPL icon
Apple
AAPL
+$372K
5
COST icon
Costco
COST
+$339K

Sector Composition

1 Technology 16.82%
2 Healthcare 14.6%
3 Financials 11.59%
4 Consumer Discretionary 8.8%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$232K 0.08%
1,085
-71
127
$231K 0.08%
+1,230
128
$220K 0.08%
+109
129
$215K 0.07%
18,518
130
$214K 0.07%
+6,834
131
$213K 0.07%
+865
132
$213K 0.07%
11,565
-485
133
$211K 0.07%
+2,050
134
$211K 0.07%
792
135
$207K 0.07%
2,220
136
$201K 0.07%
3,000
137
$175K 0.06%
10,962
138
$175K 0.06%
23,340
139
$147K 0.05%
2,509
140
$142K 0.05%
12,832
141
$75.1K 0.03%
10,260
2 3 4 5
6