LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
1-Year Return
14.96%
This Quarter Return
+6.18%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$11.9M
(+7.7%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
3.27%
Top 10 Holdings %
Top 10 Hldgs %
24.42%
Holding
263
New
9
Increased
58
Reduced
44
Closed
7
Top Buys
| 1 |
Ford
F
|
+$1.11M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$997K |
| 3 |
Verizon
VZ
|
+$807K |
| 4 |
SiriusXM
SIRI
|
+$709K |
| 5 |
GE Aerospace
GE
|
+$296K |
Top Sells
| 1 |
Comerica
CMA
|
+$206K |
| 2 |
AutoNation
AN
|
+$155K |
| 3 |
Alphabet (Google) Class C
GOOG
|
+$149K |
| 4 |
Fiserv
FI
|
+$146K |
| 5 |
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% |
