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
$148M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$2.19M
2
+$1.13M
3
+$1.06M
4
VZ icon
Verizon
VZ
+$670K
5
T icon
AT&T
T
+$577K

Top Sells

1
+$571K
2
+$402K
3
+$324K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$310K
5
LOW icon
Lowe's Companies
LOW
+$278K

Sector Composition

1 Healthcare 19.65%
2 Consumer Discretionary 13.44%
3 Consumer Staples 11.59%
4 Technology 10.86%
5 Financials 10.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.58M 3.1%
27,714
+605
2
$4.42M 2.99%
126,600
-1,760
3
$4.07M 2.75%
59,983
-3,869
4
$4.02M 2.72%
73,960
+146
5
$3.95M 2.67%
35,356
-1,409
6
$3.87M 2.61%
52,123
-428
7
$3.8M 2.56%
73,792
-312
8
$3.63M 2.45%
37,931
+260
9
$3.52M 2.38%
85,036
+1,866
10
$3.34M 2.25%
21,247
-50
11
$3.19M 2.16%
30,635
-2,025
12
$3.13M 2.12%
171,775
+5,850
13
$3.06M 2.06%
23,925
+610
14
$2.92M 1.97%
19,784
+2,196
15
$2.91M 1.97%
24,561
+1,651
16
$2.87M 1.94%
51,314
+11,998
17
$2.54M 1.71%
70,320
+3,740
18
$2.48M 1.68%
25,392
-581
19
$2.45M 1.66%
14,302
+12,747
20
$2.33M 1.57%
185,464
+44,314
21
$2.31M 1.56%
64,600
+2,000
22
$2.28M 1.54%
56,469
+737
23
$2.23M 1.5%
34,511
+1,024
24
$2.13M 1.44%
21,885
+755
25
$2.08M 1.41%
98,709
-3,147
1
2 3 4 5