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
$339M
AUM Growth
+$5.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$4.22M
2
+$2.08M
3
+$959K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$894K
5
BND icon
Vanguard Total Bond Market
BND
+$787K

Top Sells

1
+$1.27M
2
+$1.03M
3
+$480K
4
AAPL icon
Apple
AAPL
+$389K
5
VZ icon
Verizon
VZ
+$324K

Sector Composition

1 Technology 20.12%
2 Healthcare 12.2%
3 Financials 9.32%
4 Consumer Discretionary 8.84%
5 Consumer Staples 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.3M 6.3%
100,490
+19,851
2
$17M 5.03%
99,526
-2,271
3
$11.5M 3.4%
22,530
-294
4
$9.78M 2.89%
17,307
+79
5
$8.76M 2.59%
17,312
+160
6
$8.56M 2.53%
38,924
+88
7
$8.54M 2.52%
65,287
-632
8
$8.31M 2.45%
36,115
-124
9
$8.26M 2.44%
26,164
-356
10
$8.24M 2.43%
64,846
+1,035
11
$7.43M 2.19%
14,737
-12
12
$6.94M 2.05%
22,953
+78
13
$6.46M 1.91%
84,140
-36
14
$6.41M 1.89%
53,276
-40
15
$6.15M 1.82%
54,457
+779
16
$6M 1.77%
138,040
-2,370
17
$5.77M 1.7%
346,959
+46,320
18
$5.67M 1.68%
22,579
+227
19
$5.49M 1.62%
36,847
+4,025
20
$5.47M 1.62%
181,453
-15,915
21
$5.3M 1.57%
23,017
22
$4.9M 1.45%
112,092
+21,939
23
$4.51M 1.33%
17,116
+1,418
24
$4.46M 1.32%
92,646
+43,306
25
$4.38M 1.29%
47,795
1
2 3 4 5