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
+$628K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$1.14M
2
+$1.11M
3
+$1.07M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$502K
5
ICE icon
Intercontinental Exchange
ICE
+$420K

Top Sells

1
+$1.45M
2
+$1.23M
3
+$1.06M
4
EL icon
Estee Lauder
EL
+$1.06M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$989K

Sector Composition

1 Healthcare 19.99%
2 Technology 15.76%
3 Consumer Discretionary 13.14%
4 Financials 12.08%
5 Consumer Staples 9.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.41M 2.86%
54,048
-175
2
$4.11M 2.66%
27,312
-903
3
$4.08M 2.64%
35,217
-620
4
$4.03M 2.61%
73,212
-1,158
5
$3.98M 2.58%
132,932
+1,180
6
$3.74M 2.42%
51,966
+925
7
$3.71M 2.4%
29,960
-813
8
$3.55M 2.3%
26,095
+765
9
$3.4M 2.2%
20,702
-455
10
$3.36M 2.18%
84,266
-580
11
$3.22M 2.09%
72,002
-3,060
12
$3.17M 2.05%
76,440
+600
13
$3M 1.95%
27,817
+340
14
$2.98M 1.93%
35,781
-355
15
$2.96M 1.92%
25,647
-180
16
$2.92M 1.89%
57,824
+2,285
17
$2.9M 1.88%
24,387
-300
18
$2.84M 1.84%
19,621
-215
19
$2.77M 1.8%
79,150
+3,040
20
$2.76M 1.79%
180,560
+1,425
21
$2.66M 1.72%
16,745
+455
22
$2.48M 1.61%
24,860
+1,160
23
$2.45M 1.59%
99,656
+1,320
24
$2.43M 1.58%
18,439
+1,472
25
$2.39M 1.55%
59,300
-3,000
1
2 3 4 5