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
$136M
AUM Growth
-$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$353K
2
+$220K
3
+$203K
4
VZ icon
Verizon
VZ
+$129K
5
XEC
CIMAREX ENERGY CO
XEC
+$126K

Top Sells

1
+$683K
2
+$560K
3
+$413K
4
ITC
ITC HOLDINGS CORP
ITC
+$283K
5
KO icon
Coca-Cola
KO
+$276K

Sector Composition

1 Healthcare 19.14%
2 Technology 15.31%
3 Financials 11.12%
4 Consumer Staples 9.95%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.89M 2.86%
140,003
-5,179
2
$3.73M 2.74%
73,991
-1,012
3
$3.73M 2.74%
49,790
-1,710
4
$3.49M 2.56%
64,457
-965
5
$3.48M 2.56%
44,735
-1,010
6
$3.39M 2.49%
177,044
+448
7
$3.24M 2.38%
59,996
-4,684
8
$3.24M 2.38%
44,022
-325
9
$3.1M 2.28%
31,765
+360
10
$3.07M 2.26%
88,950
-3,754
11
$2.83M 2.08%
26,165
-235
12
$2.81M 2.06%
34,505
-360
13
$2.78M 2.05%
15,121
-1,156
14
$2.74M 2.01%
34,760
-2,535
15
$2.7M 1.98%
22,683
-170
16
$2.64M 1.94%
23,650
+400
17
$2.52M 1.85%
178,425
+275
18
$2.38M 1.75%
28,959
+555
19
$2.35M 1.73%
28,090
+715
20
$2.26M 1.66%
18,205
-245
21
$2.22M 1.63%
78,360
-9,520
22
$2.21M 1.63%
51,635
-425
23
$2.18M 1.6%
26,057
+394
24
$2.04M 1.5%
36,215
-240
25
$1.92M 1.41%
43,303
-15,427
1
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