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
$329M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$3.2M
2
+$2.92M
3
+$2.22M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$2M
5
FTNT icon
Fortinet
FTNT
+$1.94M

Top Sells

1
+$1.95M
2
+$436K
3
+$421K
4
AAPL icon
Apple
AAPL
+$161K
5
INTU icon
Intuit
INTU
+$120K

Sector Composition

1 Technology 17.91%
2 Healthcare 13.86%
3 Financials 10.09%
4 Consumer Discretionary 9.52%
5 Consumer Staples 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.5M 4.71%
113,150
-1,172
2
$14M 4.27%
62,967
+9,979
3
$12.5M 3.8%
25,526
-244
4
$12M 3.66%
70,000
+80
5
$10.3M 3.14%
43,436
+308
6
$9.52M 2.89%
18,866
-76
7
$9.32M 2.83%
39,865
-462
8
$8.73M 2.65%
71,500
-680
9
$8.18M 2.49%
25,638
-201
10
$7.73M 2.35%
19,529
+248
11
$7.61M 2.31%
28,079
-316
12
$6.53M 1.99%
61,128
-408
13
$6.52M 1.98%
375,372
+101,832
14
$6.46M 1.96%
16,123
-190
15
$6.15M 1.87%
22,758
16
$5.64M 1.71%
25,222
-163
17
$5.62M 1.71%
58,852
+720
18
$5.61M 1.71%
23,996
-134
19
$5.16M 1.57%
131,132
+50,859
20
$5.11M 1.55%
29,079
+72
21
$4.83M 1.47%
23,434
-178
22
$4.8M 1.46%
89,465
-398
23
$4.58M 1.39%
53,759
-953
24
$4.54M 1.38%
52,817
+34,041
25
$4.45M 1.35%
80,449
+22,321
1
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