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
$127M
AUM Growth
-$21.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$536K
3
+$374K
4
HCSG icon
Healthcare Services Group
HCSG
+$249K
5
MCK icon
McKesson
MCK
+$215K

Top Sells

1
+$781K
2
+$659K
3
+$653K
4
MBTF
MBT Financial Corporation
MBTF
+$498K
5
WFM
Whole Foods Market Inc
WFM
+$473K

Sector Composition

1 Healthcare 20.75%
2 Technology 13.46%
3 Financials 11.89%
4 Consumer Staples 11.23%
5 Consumer Discretionary 10.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.09M 3.22%
130,820
-6,560
2
$3.86M 3.04%
67,408
-3,678
3
$3.84M 3.02%
55,091
-1,410
4
$3.82M 3%
39,550
-2,655
5
$3.42M 2.69%
38,535
-3,105
6
$3.25M 2.55%
22,449
-1,265
7
$3.15M 2.48%
72,624
+3,340
8
$3.11M 2.45%
74,104
-1,760
9
$3.07M 2.42%
24,554
-1,550
10
$2.83M 2.23%
34,435
-2,415
11
$2.81M 2.21%
166,550
-2,300
12
$2.74M 2.16%
81,425
+7,385
13
$2.69M 2.12%
23,325
-1,505
14
$2.58M 2.03%
23,475
-1,020
15
$2.5M 1.97%
24,485
+1,825
16
$2.21M 1.74%
39,501
-636
17
$2.21M 1.74%
18,083
+3,060
18
$2.17M 1.71%
31,262
-2,942
19
$2.15M 1.7%
58,811
-3,692
20
$2.09M 1.65%
50,977
-415
21
$2.06M 1.62%
32,835
-2,650
22
$2.04M 1.6%
29,519
-2,991
23
$2.02M 1.59%
33,675
-3,795
24
$1.88M 1.48%
10,140
+1,160
25
$1.8M 1.42%
61,980
+260
1
2 3 4