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
201
$30K 0.02%
249
202
$30K 0.02%
600
203
$29K 0.02%
793
204
$29K 0.02%
471
205
$29K 0.02%
840
206
$28K 0.01%
300
207
$28K 0.01%
660
208
$27K 0.01%
447
-293
209
$26K 0.01%
400
210
$25K 0.01%
200
211
$23K 0.01%
400
212
$22K 0.01%
130
213
$21K 0.01%
1,100
214
$20K 0.01%
250
215
$20K 0.01%
825
216
$20K 0.01%
440
217
$19K 0.01%
200
218
$19K 0.01%
300
-50
219
$19K 0.01%
731
220
$18K 0.01%
140
221
$18K 0.01%
100
222
$17K 0.01%
400
223
$17K 0.01%
234
224
$17K 0.01%
223
225
$17K 0.01%
375
7 8
9
10 11