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
$150M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.2M
2
+$1.7M
3
+$1.07M
4
TMO icon
Thermo Fisher Scientific
TMO
+$795K
5
AGN
Allergan plc
AGN
+$774K

Top Sells

1
+$4.66M
2
+$2.75M
3
+$1.54M
4
VZ icon
Verizon
VZ
+$810K
5
CVS icon
CVS Health
CVS
+$609K

Sector Composition

1 Healthcare 19.6%
2 Technology 12.93%
3 Consumer Staples 11.47%
4 Financials 11.11%
5 Consumer Discretionary 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.46M 2.98%
43,215
-5,900
2
$4.07M 2.72%
41,945
-740
3
$4.07M 2.71%
71,257
-364
4
$3.81M 2.55%
138,599
-261
5
$3.72M 2.49%
56,936
-960
6
$3.6M 2.4%
23,754
+140
7
$3.56M 2.37%
36,600
+3,485
8
$3.36M 2.24%
63,056
-45
9
$3.32M 2.22%
77,764
-690
10
$3.02M 2.02%
25,974
+700
11
$2.97M 1.98%
174,500
-13,125
12
$2.95M 1.97%
40,049
-2,400
13
$2.83M 1.89%
71,174
-5,390
14
$2.81M 1.87%
24,700
+4,570
15
$2.81M 1.87%
24,525
-385
16
$2.72M 1.82%
33,624
+535
17
$2.71M 1.81%
37,000
+505
18
$2.71M 1.81%
32,465
+730
19
$2.48M 1.65%
35,717
+1,025
20
$2.38M 1.59%
74,130
+895
21
$2.35M 1.57%
24,558
+145
22
$2.28M 1.52%
52,267
+650
23
$2.23M 1.49%
21,194
-150
24
$2.2M 1.47%
+21,005
25
$2.17M 1.45%
34,725
+375
1
2 3 4 5