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
$165M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
284
New
Increased
Reduced
Closed

Top Buys

1
+$418K
2
+$378K
3
+$282K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$252K
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$245K

Top Sells

1
+$1.51M
2
+$1.48M
3
+$1.26M
4
F icon
Ford
F
+$1.09M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.02M

Sector Composition

1 Healthcare 19.92%
2 Technology 16.17%
3 Financials 12.63%
4 Consumer Discretionary 12.44%
5 Consumer Staples 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.04M 3.06%
26,018
-588
2
$4.79M 2.9%
50,162
-3,072
3
$4.67M 2.83%
128,296
-2,820
4
$4.54M 2.75%
31,157
+420
5
$4.3M 2.61%
70,526
-150
6
$4.27M 2.59%
32,267
-1,950
7
$4M 2.42%
26,526
+15
8
$3.7M 2.24%
50,164
-643
9
$3.65M 2.21%
78,227
-3,329
10
$3.6M 2.19%
69,075
-705
11
$3.42M 2.08%
19,168
+202
12
$3.3M 2%
69,200
-5,020
13
$3.26M 1.97%
24,624
-813
14
$3.19M 1.93%
24,156
+400
15
$3.09M 1.88%
24,531
+350
16
$3.08M 1.87%
79,328
+1,178
17
$3.03M 1.84%
20,066
-530
18
$3.01M 1.82%
60,500
+1,880
19
$2.99M 1.81%
57,789
+45
20
$2.89M 1.75%
37,197
+5,379
21
$2.88M 1.75%
27,786
+165
22
$2.84M 1.72%
17,046
+166
23
$2.76M 1.67%
14,850
+1,217
24
$2.75M 1.67%
19,049
+40
25
$2.71M 1.64%
34,885
1
2 3 4 5