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
$166M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$997K
3
+$807K
4
SIRI icon
SiriusXM
SIRI
+$709K
5
GE icon
GE Aerospace
GE
+$296K

Top Sells

1
+$206K
2
+$155K
3
+$149K
4
FISV
Fiserv Inc
FISV
+$146K
5
NEOG icon
Neogen
NEOG
+$122K

Sector Composition

1 Healthcare 19.15%
2 Technology 15.57%
3 Consumer Discretionary 13.67%
4 Financials 12.03%
5 Consumer Staples 9.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$9K 0.01%
240
-975
227
$9K 0.01%
333
228
$9K 0.01%
140
229
$9K 0.01%
133
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$9K 0.01%
140
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$9K 0.01%
498
232
$8K ﹤0.01%
100
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$8K ﹤0.01%
100
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$8K ﹤0.01%
156
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$8K ﹤0.01%
100
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$7K ﹤0.01%
250
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$7K ﹤0.01%
82
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$6K ﹤0.01%
100
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$5K ﹤0.01%
105
240
$5K ﹤0.01%
107
241
$5K ﹤0.01%
130
242
$5K ﹤0.01%
41
243
$4K ﹤0.01%
+250
244
$4K ﹤0.01%
73
245
$4K ﹤0.01%
140
246
$3K ﹤0.01%
270
247
$3K ﹤0.01%
+165
248
$2K ﹤0.01%
173
249
$2K ﹤0.01%
65
250
$1K ﹤0.01%
20
7 8 9
10
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