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
176
$31K 0.02%
+840
177
$31K 0.02%
+300
178
$30K 0.02%
+1,280
179
$28K 0.02%
+954
180
$28K 0.02%
+840
181
$27K 0.02%
+600
182
$26K 0.02%
+230
183
$25K 0.02%
+741
184
$24K 0.02%
+500
185
$24K 0.02%
+471
186
$23K 0.02%
+350
187
$22K 0.01%
+660
188
$22K 0.01%
+220
189
$20K 0.01%
+300
190
$20K 0.01%
+80
191
$19K 0.01%
+183
192
$18K 0.01%
+400
193
$18K 0.01%
+1,000
194
$17K 0.01%
+376
195
$16K 0.01%
+223
196
$16K 0.01%
+400
197
$16K 0.01%
+1,100
198
$15K 0.01%
+520
199
$15K 0.01%
+625
200
$15K 0.01%
+150
6 7
8
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