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
176
$50K 0.03%
563
177
$50K 0.03%
257
178
$49K 0.03%
5,000
179
$49K 0.03%
2,500
180
$49K 0.03%
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181
$48K 0.03%
1,380
182
$47K 0.02%
238
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183
$46K 0.02%
776
184
$43K 0.02%
1,062
-16
185
$41K 0.02%
2,660
186
$40K 0.02%
718
187
$39K 0.02%
2,879
188
$38K 0.02%
500
189
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190
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191
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$37K 0.02%
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193
$37K 0.02%
350
194
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195
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196
$33K 0.02%
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197
$32K 0.02%
600
198
$31K 0.02%
714
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199
$31K 0.02%
600
200
$30K 0.02%
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