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
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
265
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$937K
3
+$773K
4
AMT icon
American Tower
AMT
+$153K
5
SCHW icon
Charles Schwab
SCHW
+$145K

Top Sells

1
+$5.19M
2
+$1.87M
3
+$1.61M
4
NEOG icon
Neogen
NEOG
+$1.09M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$386K

Sector Composition

1 Technology 18.97%
2 Healthcare 17.88%
3 Financials 13.93%
4 Industrials 10.51%
5 Consumer Staples 10.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.95M 3.6%
26,096
-633
2
$5.48M 3.31%
45,791
-659
3
$5.36M 3.24%
30,929
-574
4
$5.34M 3.23%
127,244
-1,340
5
$4.99M 3.02%
31,867
-278
6
$4.78M 2.89%
67,064
-568
7
$4.75M 2.87%
26,619
-75
8
$4.29M 2.59%
49,378
-491
9
$3.97M 2.4%
19,248
-221
10
$3.76M 2.28%
19,976
-106
11
$3.73M 2.26%
85,239
+261
12
$3.67M 2.22%
70,720
-400
13
$3.39M 2.05%
67,258
-491
14
$3.37M 2.04%
77,408
-585
15
$3.32M 2.01%
15,530
+18
16
$3.31M 2%
98,806
-32,581
17
$3.19M 1.93%
23,284
-310
18
$3.01M 1.82%
59,615
+468
19
$2.96M 1.79%
20,394
+1,053
20
$2.96M 1.79%
37,383
+339
21
$2.91M 1.76%
24,769
-184
22
$2.88M 1.74%
28,686
-148
23
$2.85M 1.72%
25,259
+638
24
$2.81M 1.7%
20,571
+242
25
$2.77M 1.67%
17,384
-180
1
2 3 4 5