LCM

Liberty Capital Management Portfolio holdings

AUM $531M
1-Year Est. Return 13.88%
This Quarter Est. Return
1 Year Est. Return
+13.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$449M
AUM Growth
-$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$647K
3
+$595K
4
SCHF icon
Schwab International Equity ETF
SCHF
+$499K
5
AMZN icon
Amazon
AMZN
+$424K

Top Sells

1
+$346K
2
+$290K
3
+$227K
4
CARR icon
Carrier Global
CARR
+$199K
5
COST icon
Costco
COST
+$170K

Sector Composition

1 Technology 20.61%
2 Financials 10.72%
3 Healthcare 10.64%
4 Consumer Discretionary 8.24%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.7M 7.05%
115,248
-591
2
$20.2M 4.51%
91,163
-692
3
$15.1M 3.37%
16,004
-180
4
$12.9M 2.88%
21,060
+58
5
$12.4M 2.77%
65,350
+2,229
6
$12.3M 2.73%
35,009
-159
7
$12.1M 2.7%
112,086
+1,092
8
$11.4M 2.55%
51,792
-354
9
$10.1M 2.25%
49,171
+640
10
$9.64M 2.15%
62,340
+579
11
$9.54M 2.12%
25,411
+145
12
$9.08M 2.02%
81,650
+247
13
$8.78M 1.96%
407,966
+30,058
14
$8.42M 1.87%
22,967
-8
15
$8.23M 1.83%
16,546
-80
16
$8.21M 1.83%
39,186
-65
17
$7.36M 1.64%
14,054
+1
18
$7.01M 1.56%
34,172
-23
19
$6.64M 1.48%
130,616
+2,916
20
$6.57M 1.46%
68,204
+413
21
$6.44M 1.43%
26,259
+495
22
$6.09M 1.36%
82,866
+3,076
23
$5.83M 1.3%
43,941
+2
24
$5.72M 1.27%
115,257
+4,742
25
$5.71M 1.27%
18,264
+230
1
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