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
$144M
AUM Growth
+$6.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$788K
2
+$348K
3
+$251K
4
BMY icon
Bristol-Myers Squibb
BMY
+$213K
5
GILD icon
Gilead Sciences
GILD
+$203K

Top Sells

1
+$1.13M
2
+$841K
3
+$831K
4
ILF icon
iShares Latin America 40 ETF
ILF
+$285K
5
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$280K

Sector Composition

1 Healthcare 19.93%
2 Technology 15.34%
3 Financials 11.61%
4 Consumer Staples 11.24%
5 Consumer Discretionary 9.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.73M 3.29%
49,115
-455
2
$4.66M 3.24%
168,972
-232
3
$4.13M 2.87%
71,621
-209
4
$3.94M 2.73%
42,685
-665
5
$3.79M 2.64%
57,896
-740
6
$3.66M 2.54%
138,860
-301
7
$3.35M 2.33%
23,614
+84
8
$3.14M 2.18%
33,115
9
$3.09M 2.15%
78,454
-66
10
$3.07M 2.14%
42,449
+358
11
$3.05M 2.12%
63,101
+1,442
12
$2.96M 2.06%
187,625
-1,325
13
$2.84M 1.97%
33,089
-560
14
$2.75M 1.91%
12,955
-200
15
$2.72M 1.89%
76,564
-80
16
$2.71M 1.88%
31,735
+500
17
$2.6M 1.81%
24,910
+75
18
$2.58M 1.79%
34,692
+407
19
$2.48M 1.72%
25,274
+134
20
$2.39M 1.66%
21,344
-158
21
$2.36M 1.64%
36,495
+180
22
$2.32M 1.61%
51,617
+72
23
$2.31M 1.6%
24,413
-680
24
$2.27M 1.57%
73,235
+2,645
25
$2.11M 1.47%
20,130
+190
1
2 3 4