LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$322K
2
+$273K
3
+$253K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$248K
5
MCD icon
McDonald's
MCD
+$154K

Top Sells

1
+$79.3K
2
+$64.5K
3
+$62.4K
4
CAT icon
Caterpillar
CAT
+$52.2K
5
BKNG icon
Booking.com
BKNG
+$49.6K

Sector Composition

1 Healthcare 16.64%
2 Technology 15.03%
3 Consumer Staples 10.97%
4 Financials 10.87%
5 Industrials 9.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.51M 2.78%
75,308
+730
2
$3.21M 2.55%
95,629
3
$3.19M 2.53%
146,467
+522
4
$3.1M 2.46%
64,940
-40
5
$3.02M 2.39%
177,408
+560
6
$3M 2.38%
45,260
-15
7
$2.99M 2.37%
44,030
-254
8
$2.94M 2.33%
16,617
+638
9
$2.91M 2.31%
51,340
-85
10
$2.85M 2.26%
63,866
-477
11
$2.84M 2.25%
23,347
+300
12
$2.8M 2.22%
93,164
+120
13
$2.77M 2.2%
31,355
-10
14
$2.7M 2.14%
23,455
+325
15
$2.67M 2.11%
34,965
-110
16
$2.61M 2.07%
26,435
-410
17
$2.54M 2.01%
37,745
+235
18
$2.34M 1.85%
27,055
-190
19
$2.27M 1.8%
169,350
-2,500
20
$2.23M 1.77%
88,400
-120
21
$2.07M 1.64%
28,779
+384
22
$2.07M 1.64%
25,988
+1,263
23
$1.93M 1.53%
20,019
+1,600
24
$1.86M 1.48%
60,100
-200
25
$1.86M 1.47%
50,820
+180
1
2 3 4