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
$138M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$220K
2
+$200K
3
+$75.5K
4
TMO icon
Thermo Fisher Scientific
TMO
+$60.8K
5
WFM
Whole Foods Market Inc
WFM
+$44.6K

Top Sells

1
+$590K
2
+$291K
3
+$231K
4
AGN
Allergan Inc
AGN
+$225K
5
MCD icon
McDonald's
MCD
+$132K

Sector Composition

1 Healthcare 18.61%
2 Technology 15.85%
3 Financials 11.12%
4 Consumer Staples 10.81%
5 Consumer Discretionary 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.26M 3.09%
169,204
-2,540
2
$4.04M 2.94%
139,161
-602
3
$3.94M 2.86%
49,570
-600
4
$3.8M 2.76%
43,350
-450
5
$3.67M 2.66%
71,830
-624
6
$3.18M 2.3%
31,235
-480
7
$3.13M 2.27%
58,636
-800
8
$2.95M 2.14%
23,530
-170
9
$2.86M 2.07%
61,659
+1,630
10
$2.85M 2.07%
24,835
-200
11
$2.8M 2.03%
42,091
-699
12
$2.8M 2.03%
33,115
-500
13
$2.75M 2%
78,520
-8,290
14
$2.64M 1.91%
33,649
+75
15
$2.59M 1.88%
14,274
-457
16
$2.57M 1.86%
21,502
-150
17
$2.56M 1.86%
34,285
-470
18
$2.48M 1.8%
76,644
-800
19
$2.34M 1.7%
13,155
-1,260
20
$2.34M 1.7%
25,093
-779
21
$2.32M 1.69%
188,950
-50
22
$2.19M 1.59%
25,140
-450
23
$2.16M 1.57%
36,315
24
$2.16M 1.56%
51,545
-450
25
$2.02M 1.47%
70,590
+575
1
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