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
$154M
AUM Growth
+$5.62M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.04M
3
+$2.7M
4
ULTA icon
Ulta Beauty
ULTA
+$1.62M
5
FTV icon
Fortive
FTV
+$1.02M

Top Sells

1
+$2.93M
2
+$838K
3
+$615K
4
T icon
AT&T
T
+$426K
5
SO icon
Southern Company
SO
+$416K

Sector Composition

1 Healthcare 20.02%
2 Technology 14%
3 Consumer Discretionary 13.22%
4 Financials 11.73%
5 Consumer Staples 11.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.68M 3.05%
28,215
+501
2
$4.49M 2.92%
54,223
+2,100
3
$3.92M 2.55%
35,837
+481
4
$3.72M 2.42%
+131,752
5
$3.68M 2.39%
74,370
+410
6
$3.66M 2.38%
30,773
+138
7
$3.51M 2.29%
51,041
-8,942
8
$3.47M 2.26%
75,062
+1,270
9
$3.36M 2.18%
84,846
-190
10
$3.25M 2.11%
25,330
+1,405
11
$3.18M 2.07%
21,157
-90
12
$3.12M 2.03%
19,836
+52
13
$3.12M 2.03%
36,136
-1,795
14
$3.04M 1.98%
+75,840
15
$2.96M 1.93%
24,687
+126
16
$2.72M 1.77%
76,110
+5,790
17
$2.7M 1.76%
+25,827
18
$2.59M 1.68%
62,300
-2,300
19
$2.54M 1.66%
27,477
+2,085
20
$2.47M 1.61%
48,264
-3,050
21
$2.4M 1.56%
179,135
+7,360
22
$2.38M 1.55%
55,539
-930
23
$2.29M 1.49%
35,814
+1,303
24
$2.15M 1.4%
35,311
+3,440
25
$2.15M 1.4%
16,290
+1,988
1
2 3 4 5