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
$163M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$858K
4
MSFT icon
Microsoft
MSFT
+$333K
5
MMS icon
Maximus
MMS
+$306K

Top Sells

1
+$7.25M
2
+$1.13M
3
+$541K
4
META icon
Meta Platforms (Facebook)
META
+$385K
5
SYK icon
Stryker
SYK
+$334K

Sector Composition

1 Technology 18.43%
2 Healthcare 18.24%
3 Financials 15.13%
4 Consumer Staples 10.26%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.62M 1.61%
28,444
-644
27
$2.61M 1.61%
36,104
-457
28
$2.57M 1.58%
38,287
29
$2.42M 1.49%
56,834
+2,208
30
$2.4M 1.47%
57,036
-2,220
31
$2.39M 1.47%
36,367
+410
32
$2.31M 1.42%
27,675
-718
33
$2.19M 1.35%
34,501
+537
34
$2.1M 1.29%
160,720
-2,800
35
$2.07M 1.28%
11,678
+157
36
$1.75M 1.07%
33,760
-3,100
37
$1.74M 1.07%
15,742
-150
38
$1.64M 1.01%
21,729
+541
39
$1.6M 0.98%
32,029
+90
40
$1.47M 0.9%
15,034
-93
41
$1.33M 0.82%
5,429
+34
42
$1.27M 0.78%
11,674
-236
43
$1.21M 0.74%
17,355
44
$1.2M 0.74%
25,519
+431
45
$1.19M 0.73%
4,726
+4,000
46
$1.09M 0.67%
109,374
-17,796
47
$976K 0.6%
5,176
-57
48
$954K 0.59%
22,967
-13,019
49
$937K 0.58%
59,856
-228
50
$933K 0.57%
5,955
-2,133
1
2
3 4 5