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
$452M
AUM Growth
+$30.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$510K
2
+$383K
3
+$255K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$243K
5
WEC icon
WEC Energy
WEC
+$239K

Top Sells

1
+$1.83M
2
+$428K
3
+$223K
4
PH icon
Parker-Hannifin
PH
+$203K
5
NEE icon
NextEra Energy
NEE
+$139K

Sector Composition

1 Technology 21.25%
2 Healthcare 11.35%
3 Financials 8.91%
4 Consumer Discretionary 8.78%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32M 7.07%
112,890
+857
2
$21.6M 4.79%
92,891
-1,836
3
$14.5M 3.2%
16,301
+111
4
$13.6M 3.01%
111,953
-638
5
$13M 2.88%
20,977
+162
6
$11.8M 2.6%
63,166
+349
7
$11.2M 2.48%
26,008
-4
8
$10.3M 2.27%
16,596
-22
9
$10.2M 2.25%
49,376
-208
10
$10.1M 2.24%
61,166
+232
11
$9.67M 2.14%
35,183
+435
12
$9.61M 2.13%
34,582
+579
13
$9.39M 2.08%
52,241
+207
14
$9.29M 2.06%
22,937
+438
15
$9.08M 2.01%
81,221
-588
16
$8.6M 1.9%
387,819
-570
17
$8.19M 1.81%
14,005
+6
18
$7.73M 1.71%
39,148
-16
19
$6.66M 1.47%
126,205
+979
20
$5.88M 1.3%
78,317
+5,095
21
$5.87M 1.3%
22,406
-166
22
$5.71M 1.26%
22,162
+11
23
$5.59M 1.24%
21,889
+41
24
$5.52M 1.22%
18,122
+13
25
$5.52M 1.22%
107,887
+2,281
1
2 3 4 5