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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$91K 0.05%
4,000
152
$91K 0.05%
1,695
153
$90K 0.05%
1,400
154
$88K 0.05%
2,000
155
$88K 0.05%
6,272
156
$86K 0.05%
2,000
157
$85K 0.05%
1,404
158
$80K 0.04%
3,392
159
$79K 0.04%
2,804
160
$78K 0.04%
900
-600
161
$77K 0.04%
407
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162
$76K 0.04%
+607
163
$74K 0.04%
998
164
$74K 0.04%
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165
$73K 0.04%
1,000
166
$70K 0.04%
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167
$70K 0.04%
4,750
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168
$68K 0.04%
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169
$67K 0.04%
1,000
170
$67K 0.04%
1,460
171
$66K 0.04%
604
172
$60K 0.03%
1,185
173
$59K 0.03%
4,500
174
$58K 0.03%
3,250
175
$55K 0.03%
300
5 6
7
8 9