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
$189M
AUM Growth
+$6.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$729K
2
+$513K
3
+$423K
4
SYK icon
Stryker
SYK
+$244K
5
STZ icon
Constellation Brands
STZ
+$216K

Top Sells

1
+$1.38M
2
+$1.26M
3
+$1.17M
4
VZ icon
Verizon
VZ
+$898K
5
SIRI icon
SiriusXM
SIRI
+$755K

Sector Composition

1 Healthcare 19.25%
2 Technology 16.63%
3 Financials 13.27%
4 Consumer Discretionary 11.83%
5 Industrials 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.81M 3.08%
26,729
+994
2
$5.69M 3.01%
128,584
-160
3
$5.58M 2.95%
46,450
+207
4
$5.48M 2.9%
32,145
+575
5
$5.24M 2.77%
26,694
-155
6
$5.19M 2.74%
79,460
+6,480
7
$5.18M 2.74%
31,503
-150
8
$4.64M 2.45%
67,632
-230
9
$4.39M 2.32%
49,869
-293
10
$4.09M 2.16%
19,469
-110
11
$4.05M 2.14%
77,993
-1,060
12
$4.02M 2.13%
71,120
-40
13
$3.85M 2.04%
20,082
14
$3.61M 1.91%
84,978
+810
15
$3.55M 1.88%
15,512
+139
16
$3.37M 1.78%
59,147
-330
17
$3.32M 1.76%
67,749
-1,100
18
$3.25M 1.72%
23,594
-320
19
$3.25M 1.72%
24,953
+178
20
$3.24M 1.72%
28,834
+560
21
$3.18M 1.68%
37,044
-127
22
$3.16M 1.67%
24,621
+1,034
23
$3.02M 1.6%
17,564
-75
24
$2.96M 1.57%
20,329
+300
25
$2.91M 1.54%
131,387
+32,883
1
2 3 4 5