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
$140M
AUM Growth
+$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$642K
3
+$320K
4
EPD icon
Enterprise Products Partners
EPD
+$265K
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$213K

Top Sells

1
+$1.55M
2
+$848K
3
+$593K
4
CAT icon
Caterpillar
CAT
+$258K
5
MCD icon
McDonald's
MCD
+$177K

Sector Composition

1 Healthcare 18.46%
2 Technology 15.14%
3 Financials 11.02%
4 Consumer Staples 10.47%
5 Consumer Discretionary 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.05M 2.9%
145,182
-1,285
2
$3.89M 2.78%
75,003
-305
3
$3.69M 2.63%
51,500
+160
4
$3.6M 2.57%
64,680
-260
5
$3.54M 2.53%
176,596
-812
6
$3.49M 2.5%
45,745
+485
7
$3.22M 2.3%
65,422
+1,556
8
$3.18M 2.27%
44,347
+317
9
$3.07M 2.2%
92,704
-460
10
$2.93M 2.09%
34,865
-100
11
$2.92M 2.09%
16,277
-340
12
$2.85M 2.04%
22,853
-494
13
$2.83M 2.02%
31,405
+50
14
$2.77M 1.98%
37,295
-450
15
$2.77M 1.98%
23,250
-205
16
$2.76M 1.98%
178,150
+8,800
17
$2.75M 1.97%
26,400
-35
18
$2.6M 1.85%
87,880
-520
19
$2.59M 1.85%
27,375
+320
20
$2.47M 1.76%
58,730
-36,899
21
$2.38M 1.7%
28,404
-375
22
$2.23M 1.6%
112,040
-1,100
23
$2.13M 1.52%
25,663
-325
24
$2.1M 1.5%
52,060
+1,240
25
$2.05M 1.46%
18,450
1
2 3 4