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
$132M
AUM Growth
+$5.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.47M
3
+$313K
4
SYY icon
Sysco
SYY
+$218K
5
ZBH icon
Zimmer Biomet
ZBH
+$204K

Top Sells

1
+$1.13M
2
+$1.03M
3
+$925K
4
ETP
Energy Transfer Partners L.p.
ETP
+$878K
5
PKG icon
Packaging Corp of America
PKG
+$602K

Sector Composition

1 Healthcare 21.66%
2 Financials 12.56%
3 Consumer Discretionary 11.99%
4 Consumer Staples 11.96%
5 Technology 11.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.13M 3.87%
133,360
+2,540
2
$4.18M 3.15%
53,871
-1,220
3
$4.14M 3.13%
66,336
-1,072
4
$3.81M 2.88%
26,754
+2,200
5
$3.77M 2.85%
38,586
-964
6
$3.68M 2.78%
38,130
-405
7
$3.61M 2.72%
22,327
-122
8
$3.33M 2.51%
72,794
+170
9
$3.15M 2.38%
34,020
-415
10
$3.11M 2.35%
73,384
-720
11
$3.07M 2.31%
23,180
-145
12
$2.93M 2.21%
84,015
+2,590
13
$2.81M 2.12%
164,150
-2,400
14
$2.65M 2%
23,215
-260
15
$2.65M 2%
25,173
+688
16
$2.53M 1.91%
17,813
-270
17
$2.38M 1.8%
39,437
-64
18
$2.35M 1.77%
54,952
+3,975
19
$2.22M 1.68%
104,936
+7,453
20
$2.08M 1.57%
61,700
21
$2.04M 1.54%
28,607
-2,655
22
$2.03M 1.54%
53,443
-5,368
23
$2.02M 1.53%
29,022
-497
24
$1.97M 1.48%
32,745
-90
25
$1.96M 1.48%
9,960
-180
1
2 3 4