LCM
Liberty Capital Management Portfolio holdings
AUM
$496M
This Quarter Return
+6.84%
1 Year Return
+14.96%
3 Year Return
+67.4%
5 Year Return
–
10 Year Return
–
AUM
$189M
AUM Growth
+$189M
(+3.6%)
Cap. Flow
-$6.35M
Cap. Flow
% of AUM
-3.36%
Top 10 Holdings %
Top 10 Hldgs %
27.14%
Holding
277
New
2
Increased
33
Reduced
62
Closed
12
Top Buys
| 1 |
Neogen
NEOG
|
$729K |
| 2 |
Charles Schwab
SCHW
|
$513K |
| 3 |
Amazon
AMZN
|
$423K |
| 4 |
Stryker
SYK
|
$244K |
| 5 |
Constellation Brands
STZ
|
$216K |
Top Sells
| 1 |
Terex
TEX
|
$1.38M |
| 2 |
Ford
F
|
$1.26M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.17M |
| 4 |
Verizon
VZ
|
$898K |
| 5 |
SiriusXM
SIRI
|
$755K |
Sector Composition
| 1 | Healthcare | 19.25% |
| 2 | Technology | 16.63% |
| 3 | Financials | 13.27% |
| 4 | Consumer Discretionary | 11.83% |
| 5 | Industrials | 9.68% |