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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$87K 0.05%
1,930
152
$82K 0.04%
900
153
$81K 0.04%
1,000
154
$80K 0.04%
1,000
155
$79K 0.04%
2,000
156
$77K 0.04%
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157
$76K 0.04%
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158
$76K 0.04%
4,750
159
$75K 0.04%
980
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$73K 0.04%
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161
$68K 0.04%
1,240
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162
$67K 0.04%
1,500
163
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164
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165
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167
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168
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169
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171
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173
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174
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$53K 0.03%
2,111
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