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
$149M
AUM Growth
-$885K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$772K
2
+$753K
3
+$288K
4
WFC icon
Wells Fargo
WFC
+$267K
5
FDX icon
FedEx
FDX
+$256K

Top Sells

1
+$774K
2
+$296K
3
+$218K
4
EOG icon
EOG Resources
EOG
+$216K
5
JCI icon
Johnson Controls International
JCI
+$202K

Sector Composition

1 Healthcare 20.24%
2 Technology 13.13%
3 Financials 11.44%
4 Consumer Staples 10.84%
5 Consumer Discretionary 10.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.43M 2.97%
42,205
-1,010
2
$4.2M 2.82%
41,640
-305
3
$4.09M 2.75%
71,086
-171
4
$3.79M 2.55%
56,501
-435
5
$3.65M 2.45%
137,380
-1,219
6
$3.38M 2.27%
36,850
+250
7
$3.2M 2.15%
23,714
-40
8
$3.13M 2.1%
62,503
-553
9
$3.08M 2.07%
75,864
-1,900
10
$3.04M 2.04%
168,850
-5,650
11
$3.03M 2.03%
26,104
+130
12
$2.87M 1.93%
69,284
-1,890
13
$2.8M 1.88%
40,137
+88
14
$2.8M 1.88%
32,510
+45
15
$2.77M 1.86%
24,495
-30
16
$2.76M 1.85%
24,830
+130
17
$2.66M 1.79%
34,204
+580
18
$2.59M 1.74%
37,470
+470
19
$2.59M 1.74%
22,660
+1,655
20
$2.45M 1.64%
74,040
-90
21
$2.26M 1.52%
36,072
+355
22
$2.23M 1.5%
23,893
-665
23
$2.23M 1.5%
51,392
-875
24
$2.17M 1.46%
35,485
+760
25
$2.02M 1.36%
8,980
+35
1
2 3 4 5