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
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$15K 0.01%
1,100
202
$14K 0.01%
130
203
$14K 0.01%
520
204
$14K 0.01%
223
205
$14K 0.01%
+500
206
$13K 0.01%
568
207
$13K 0.01%
380
-625
208
$13K 0.01%
188
209
$13K 0.01%
500
210
$13K 0.01%
285
211
$13K 0.01%
200
212
$12K 0.01%
130
213
$12K 0.01%
400
214
$12K 0.01%
1,320
215
$11K 0.01%
230
216
$11K 0.01%
125
217
$11K 0.01%
190
218
$10K 0.01%
333
219
$10K 0.01%
140
220
$10K 0.01%
498
+37
221
$9K 0.01%
140
-55
222
$9K 0.01%
+335
223
$8K 0.01%
100
224
$8K 0.01%
69
225
$8K 0.01%
223
-5,286
7 8
9
10 11