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
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$52K 0.03%
+3,075
152
$51K 0.03%
+805
153
$50K 0.03%
+300
154
$50K 0.03%
+800
155
$49K 0.03%
+600
156
$47K 0.03%
+1,571
157
$45K 0.03%
+329
158
$44K 0.03%
+400
159
$44K 0.03%
+297
160
$41K 0.03%
+2,879
161
$39K 0.03%
+300
162
$39K 0.03%
+4,850
163
$39K 0.03%
+2,500
164
$39K 0.03%
+415
165
$38K 0.02%
+1,019
166
$37K 0.02%
+300
167
$37K 0.02%
+432
168
$35K 0.02%
+2,660
169
$35K 0.02%
+365
170
$32K 0.02%
1,022
-7,498
171
$32K 0.02%
+1,380
172
$31K 0.02%
+1,988
173
$31K 0.02%
+640
174
$31K 0.02%
+1,005
175
$31K 0.02%
+1,510
5 6
7
8 9