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
$141M
AUM Growth
+$5.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.41M
3
+$1.33M
4
TMO icon
Thermo Fisher Scientific
TMO
+$742K
5
HD icon
Home Depot
HD
+$623K

Top Sells

1
+$1.6M
2
+$1.12M
3
+$641K
4
MO icon
Altria Group
MO
+$454K
5
JCI icon
Johnson Controls International
JCI
+$315K

Sector Composition

1 Healthcare 18.38%
2 Technology 15.09%
3 Financials 11.23%
4 Consumer Staples 10.53%
5 Consumer Discretionary 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.04M 2.86%
139,763
-240
2
$3.99M 2.82%
171,744
-5,300
3
$3.83M 2.71%
72,454
-1,537
4
$3.78M 2.67%
50,170
+380
5
$3.74M 2.64%
31,715
-50
6
$3.53M 2.49%
43,800
-935
7
$3.44M 2.44%
60,029
-4,428
8
$3.13M 2.21%
59,436
-560
9
$3.11M 2.2%
42,790
-1,232
10
$3.04M 2.15%
86,810
-2,140
11
$2.94M 2.08%
33,615
-890
12
$2.83M 2%
33,574
+4,615
13
$2.83M 2%
21,652
-1,031
14
$2.79M 1.97%
25,035
-1,130
15
$2.75M 1.95%
34,755
-5
16
$2.73M 1.93%
23,700
+50
17
$2.55M 1.8%
14,731
-390
18
$2.44M 1.72%
14,415
-3,790
19
$2.36M 1.67%
28,150
+60
20
$2.34M 1.65%
77,444
-916
21
$2.31M 1.63%
25,872
-185
22
$2.28M 1.61%
189,000
+10,575
23
$2.25M 1.59%
25,590
+17,540
24
$2.25M 1.59%
51,995
+360
25
$2.06M 1.46%
70,015
+10,870
1
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