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
$452M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$383K
3
+$255K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$243K
5
WEC icon
WEC Energy
WEC
+$239K

Top Sells

1
+$1.83M
2
+$428K
3
+$223K
4
PH icon
Parker-Hannifin
PH
+$203K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 21.25%
2 Healthcare 11.35%
3 Financials 8.91%
4 Consumer Discretionary 8.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.05%
+2,430
152
$218K 0.05%
+7,487
153
$213K 0.05%
1,850
-190
154
$211K 0.05%
+1,112
155
$202K 0.04%
1,070
-84
156
$200K 0.04%
8,540
-1,179
157
$194K 0.04%
18,368
158
$149K 0.03%
16,170
159
$52K 0.01%
10,000
-260
160
$275 ﹤0.01%
+10,000
161
– –
-2,321
162
– –
-402
163
– –
-1,128
3 4 5 6
7