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
$182M
AUM Growth
+$17.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
293
New
Increased
Reduced
Closed

Top Buys

1
+$1.38M
2
+$1.2M
3
+$1.12M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$841K
5
VZ icon
Verizon
VZ
+$826K

Top Sells

1
+$1.96M
2
+$885K
3
+$740K
4
V icon
Visa
V
+$421K
5
CVS icon
CVS Health
CVS
+$180K

Sector Composition

1 Healthcare 19.46%
2 Technology 16.17%
3 Financials 12.74%
4 Consumer Discretionary 10.93%
5 Industrials 10%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.44M 2.98%
25,735
-283
2
$5.03M 2.76%
128,744
+448
3
$4.97M 2.73%
46,243
-3,919
4
$4.89M 2.68%
31,570
+413
5
$4.68M 2.57%
31,653
-614
6
$4.39M 2.41%
26,849
+323
7
$4.36M 2.39%
67,862
-2,664
8
$4.16M 2.28%
79,053
+826
9
$4.04M 2.21%
50,162
-2
10
$3.79M 2.08%
19,579
+411
11
$3.59M 1.97%
72,980
+12,480
12
$3.58M 1.96%
71,160
+1,960
13
$3.53M 1.93%
84,168
+4,840
14
$3.23M 1.77%
20,082
+16
15
$3.22M 1.76%
59,477
+1,688
16
$3.19M 1.75%
15,373
+523
17
$3.18M 1.74%
68,849
-226
18
$3.17M 1.74%
23,914
-242
19
$3.1M 1.7%
24,775
+244
20
$3.08M 1.69%
20,029
+980
21
$2.96M 1.62%
98,504
+3,168
22
$2.92M 1.6%
24,042
-582
23
$2.83M 1.55%
37,171
-26
24
$2.81M 1.54%
28,274
+488
25
$2.79M 1.53%
23,587
+1,324
1
2 3 4 5