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
$133M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1M
3
+$899K
4
SIRI icon
SiriusXM
SIRI
+$592K
5
NKE icon
Nike
NKE
+$586K

Top Sells

1
+$1.4M
2
+$599K
3
+$436K
4
RTX icon
RTX Corp
RTX
+$375K
5
TROW icon
T. Rowe Price
TROW
+$359K

Sector Composition

1 Healthcare 20.6%
2 Consumer Discretionary 12.37%
3 Consumer Staples 12.2%
4 Technology 11.64%
5 Financials 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 1.42%
21,130
-105
27
$1.86M 1.39%
62,600
+900
28
$1.8M 1.35%
17,605
-500
29
$1.74M 1.31%
23,714
-4,893
30
$1.62M 1.21%
12,882
+15
31
$1.59M 1.19%
13,343
+740
32
$1.58M 1.18%
15,390
-1,105
33
$1.56M 1.17%
29,545
-1,455
34
$1.53M 1.15%
9,760
-200
35
$1.52M 1.14%
16,125
-780
36
$1.51M 1.13%
26,470
+1,050
37
$1.45M 1.09%
29,956
-135
38
$1.44M 1.08%
15,044
-771
39
$1.38M 1.04%
9,548
-1,849
40
$1.34M 1%
31,963
+2,036
41
$1.23M 0.92%
17,740
-2,160
42
$1.22M 0.92%
16,113
-2,230
43
$1.19M 0.89%
21,465
-2,585
44
$1.18M 0.89%
7,758
+1,802
45
$996K 0.75%
40,051
46
$985K 0.74%
23,971
-315
47
$974K 0.73%
15,800
-500
48
$949K 0.71%
15,750
+350
49
$914K 0.69%
10,850
-2,100
50
$910K 0.68%
13,250
-2,066
1
2
3 4