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
$288M
AUM Growth
+$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$491K
2
+$455K
3
+$330K
4
JPM icon
JPMorgan Chase
JPM
+$322K
5
DG icon
Dollar General
DG
+$314K

Top Sells

1
+$698K
2
+$451K
3
+$415K
4
AAPL icon
Apple
AAPL
+$372K
5
COST icon
Costco
COST
+$339K

Sector Composition

1 Technology 16.82%
2 Healthcare 14.6%
3 Financials 11.59%
4 Consumer Discretionary 8.8%
5 Consumer Staples 8.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.3M 4.61%
102,380
-2,860
2
$13M 4.5%
67,815
-937
3
$9.44M 3.27%
17,135
-361
4
$9.36M 3.25%
39,773
-398
5
$8.9M 3.09%
22,861
-106
6
$7.88M 2.73%
17,260
-743
7
$7.75M 2.69%
14,622
+22
8
$7.54M 2.61%
36,287
+59
9
$7.4M 2.57%
23,434
+19
10
$6.28M 2.18%
26,182
-475
11
$6.13M 2.13%
200,893
-22,871
12
$6.05M 2.1%
84,160
+2,177
13
$6.04M 2.09%
53,460
+48
14
$5.94M 2.06%
67,277
+932
15
$5.46M 1.89%
54,027
+213
16
$5.29M 1.84%
63,002
+709
17
$5.19M 1.8%
32,102
+453
18
$5.06M 1.75%
22,959
19
$4.93M 1.71%
21,283
-722
20
$4.37M 1.51%
20,618
+693
21
$4.12M 1.43%
275,742
+9,330
22
$4.05M 1.4%
15,366
+830
23
$4.04M 1.4%
36,789
+247
24
$3.85M 1.33%
17,441
-120
25
$3.82M 1.33%
47,435
-2,639
1
2 3 4 5