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
$191M
AUM Growth
+$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$7.25M
2
+$1M
3
+$919K
4
ABT icon
Abbott
ABT
+$833K
5
CB icon
Chubb
CB
+$505K

Top Sells

1
+$1.17M
2
+$1.06M
3
+$967K
4
INTU icon
Intuit
INTU
+$468K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$323K

Sector Composition

1 Technology 19.48%
2 Healthcare 17.25%
3 Financials 14.7%
4 Consumer Discretionary 12.24%
5 Consumer Staples 9.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.25M 3.79%
+72,380
2
$7.14M 3.73%
126,444
-1,044
3
$6.64M 3.47%
44,271
-234
4
$6.46M 3.38%
28,425
-2,059
5
$5.56M 2.9%
25,779
-126
6
$5.52M 2.88%
26,668
-130
7
$5.43M 2.84%
65,899
-375
8
$4.82M 2.52%
20,540
+354
9
$4.77M 2.49%
19,550
+172
10
$4.68M 2.45%
48,639
-93
11
$4.39M 2.29%
31,114
-578
12
$4.32M 2.25%
71,500
+500
13
$4.31M 2.25%
16,194
+455
14
$4.27M 2.23%
90,663
+3,847
15
$3.96M 2.07%
66,727
-1,017
16
$3.95M 2.06%
24,936
-77
17
$3.69M 1.93%
23,545
+460
18
$3.5M 1.83%
97,880
-120
19
$3.37M 1.76%
38,287
+652
20
$3.34M 1.75%
25,010
+3,777
21
$3.32M 1.73%
28,373
-92
22
$3.3M 1.72%
28,860
-506
23
$3.23M 1.69%
61,218
+4
24
$3.11M 1.63%
28,393
+1,820
25
$3.04M 1.59%
74,820
-688
1
2 3 4 5