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
26
$2.33M 1.4%
94,696
-4,960
27
$2.31M 1.39%
8,117
+806
28
$2.25M 1.35%
31,818
-660
29
$2.24M 1.34%
13,633
+1,146
30
$2.2M 1.32%
39,409
+2,844
31
$2.14M 1.28%
17,574
-966
32
$2.07M 1.24%
34,750
+80
33
$2M 1.2%
21,820
+965
34
$1.99M 1.2%
154,300
+9,960
35
$1.95M 1.17%
29,886
+1,655
36
$1.92M 1.15%
17,168
+850
37
$1.86M 1.12%
44,840
-3,600
38
$1.75M 1.05%
25,685
+1,640
39
$1.66M 1%
25,245
+100
40
$1.53M 0.92%
11,832
+100
41
$1.5M 0.9%
13,996
42
$1.48M 0.89%
28,600
+1,439
43
$1.44M 0.87%
9,710
-380
44
$1.43M 0.86%
18,316
-510
45
$1.36M 0.82%
13,915
-130
46
$1.32M 0.79%
113,193
+95,362
47
$1.28M 0.77%
7,685
-424
48
$1.26M 0.76%
39,832
+2,260
49
$1.26M 0.76%
40,051
50
$1.25M 0.75%
33,051
+663
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2
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