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
151
$237K 0.05%
5,609
+44
152
$233K 0.05%
1,251
153
$230K 0.05%
1,112
154
$225K 0.05%
2,307
-113
155
$225K 0.05%
2,442
+12
156
$214K 0.05%
2,329
157
$206K 0.05%
869
-200
158
$202K 0.05%
5,488
159
$184K 0.04%
18,368
-446
160
$137K 0.03%
16,170
161
$53.4K 0.01%
10,000
162
– –
-3,962
163
– –
-718
3 4 5 6
7