LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
-0.36%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$165M
AUM Growth
-$23.7M
(-13%)
Cap. Flow
-$17.9M
Cap. Flow
% of AUM
-10.81%
Top 10 Holdings %
Top 10 Hldgs %
29.43%
Holding
265
New
1
Increased
24
Reduced
57
Closed
157
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$1.06M |
| 2 |
Terex
TEX
|
+$937K |
| 3 |
Verizon
VZ
|
+$773K |
| 4 |
American Tower
AMT
|
+$153K |
| 5 |
Charles Schwab
SCHW
|
+$145K |
Top Sells
| 1 |
Amazon
AMZN
|
+$5.19M |
| 2 |
CELG
Celgene Corp
CELG
|
+$1.87M |
| 3 |
McKesson
MCK
|
+$1.61M |
| 4 |
Neogen
NEOG
|
+$1.09M |
| 5 |
Invesco S&P 500 Equal Weight Technology ETF
RSPT
|
+$386K |
Sector Composition
| 1 | Technology | 18.97% |
| 2 | Healthcare | 17.88% |
| 3 | Financials | 13.93% |
| 4 | Industrials | 10.51% |
| 5 | Consumer Staples | 10.48% |
