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
$227M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$899K
3
+$730K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$403K
5
PGR icon
Progressive
PGR
+$339K

Top Sells

1
+$2.16M
2
+$529K
3
+$395K
4
V icon
Visa
V
+$319K
5
STZ icon
Constellation Brands
STZ
+$247K

Sector Composition

1 Technology 16.83%
2 Healthcare 13.72%
3 Financials 13.24%
4 Consumer Discretionary 10.19%
5 Consumer Staples 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.49M 3.3%
43,548
-1,856
2
$7.35M 3.24%
131,280
-2,280
3
$7.34M 3.23%
27,589
-831
4
$6.99M 3.08%
46,288
+9,719
5
$6.75M 2.97%
65,156
-243
6
$6.29M 2.77%
72,460
-300
7
$6.19M 2.73%
48,366
-201
8
$6.13M 2.7%
26,416
-186
9
$5.92M 2.61%
20,537
-498
10
$5.86M 2.58%
20,126
+66
11
$5.11M 2.25%
23,116
+809
12
$5.1M 2.25%
24,619
-1,193
13
$4.9M 2.16%
65,139
-1,400
14
$4.72M 2.08%
90,283
-492
15
$4.61M 2.03%
23,292
-25
16
$4.52M 1.99%
28,882
-600
17
$4.47M 1.97%
377,772
+75,930
18
$4.4M 1.94%
72,120
-340
19
$4.26M 1.88%
30,678
-2,841
20
$3.9M 1.72%
58,120
+1,272
21
$3.83M 1.69%
23,695
+385
22
$3.81M 1.68%
29,253
-133
23
$3.6M 1.59%
25,188
+87
24
$3.56M 1.57%
16,392
+192
25
$3.52M 1.55%
63,665
+1,225
1
2 3 4 5