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
$267M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$556K
2
+$377K
3
+$352K
4
NEE icon
NextEra Energy
NEE
+$320K
5
ADBE icon
Adobe
ADBE
+$316K

Top Sells

1
+$456K
2
+$394K
3
+$375K
4
VZ icon
Verizon
VZ
+$289K
5
DUK icon
Duke Energy
DUK
+$220K

Sector Composition

1 Technology 17.71%
2 Healthcare 14.63%
3 Financials 10.14%
4 Consumer Staples 9.05%
5 Consumer Discretionary 8.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 5.44%
105,240
-689
2
$12.3M 4.62%
68,752
+1,964
3
$9.2M 3.44%
40,171
-430
4
$8.9M 3.33%
22,967
-175
5
$8.87M 3.32%
17,496
-123
6
$8.5M 3.18%
18,003
-141
7
$7.37M 2.76%
14,600
-52
8
$7.09M 2.65%
223,764
-2,779
9
$7.04M 2.63%
62,293
+175
10
$6.46M 2.42%
23,415
-72
11
$6.44M 2.41%
36,228
-629
12
$6.35M 2.38%
66,345
-495
13
$6.21M 2.32%
26,657
-322
14
$5.18M 1.94%
53,412
+180
15
$5.05M 1.89%
22,005
+39
16
$5.04M 1.88%
53,814
-934
17
$4.61M 1.72%
81,983
+385
18
$4.28M 1.6%
19,925
+42
19
$4.25M 1.59%
31,649
+46
20
$4.15M 1.55%
22,959
-813
21
$3.73M 1.4%
266,412
+2,865
22
$3.58M 1.34%
50,074
-1,088
23
$3.54M 1.32%
36,542
-370
24
$3.36M 1.26%
40,791
+209
25
$3.35M 1.26%
14,536
+203
1
2 3 4 5