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
$449M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$595K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$499K
5
AMZN icon
Amazon
AMZN
+$424K

Top Sells

1
+$346K
2
+$290K
3
+$227K
4
CARR icon
Carrier Global
CARR
+$199K
5
COST icon
Costco
COST
+$170K

Sector Composition

1 Technology 20.61%
2 Financials 10.72%
3 Healthcare 10.64%
4 Consumer Discretionary 8.24%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$342K 0.08%
2,772
+154
127
$332K 0.07%
1,254
+24
128
$330K 0.07%
1,120
129
$330K 0.07%
3,000
-35
130
$325K 0.07%
600
131
$323K 0.07%
5,378
+1,377
132
$319K 0.07%
3,235
+11
133
$316K 0.07%
8,356
-1,606
134
$304K 0.07%
1,224
135
$295K 0.07%
3,928
136
$292K 0.06%
8,012
137
$292K 0.06%
1,986
138
$285K 0.06%
2,712
139
$279K 0.06%
2,841
+181
140
$279K 0.06%
3,891
+44
141
$278K 0.06%
2,552
+66
142
$277K 0.06%
10,312
143
$272K 0.06%
2,490
-51
144
$272K 0.06%
+447
145
$261K 0.06%
2,519
146
$259K 0.06%
6,744
147
$255K 0.06%
4,384
148
$247K 0.06%
3,132
-493
149
$243K 0.05%
+1,991
150
$241K 0.05%
416
+1
3 4 5
6
7