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
51
$899K 0.67%
+4,350
52
$800K 0.6%
9,719
+664
53
$720K 0.54%
6,653
+190
54
$667K 0.5%
20,607
+293
55
$663K 0.5%
10,970
-1,495
56
$646K 0.48%
6,025
-925
57
$640K 0.48%
10,211
-1,219
58
$592K 0.44%
+15,000
59
$571K 0.43%
2,130
-46
60
$561K 0.42%
5,940
-790
61
$509K 0.38%
8,592
-405
62
$507K 0.38%
5,083
-232
63
$497K 0.37%
7,775
-1,205
64
$471K 0.35%
5,255
-510
65
$467K 0.35%
5,080
+575
66
$449K 0.34%
11,864
-1,296
67
$425K 0.32%
3,050
68
$408K 0.31%
7,495
+375
69
$405K 0.3%
11,985
-41,458
70
$402K 0.3%
3,185
-480
71
$374K 0.28%
2,898
-405
72
$374K 0.28%
4,470
73
$361K 0.27%
9,253
-15,360
74
$359K 0.27%
3,405
-1,125
75
$351K 0.26%
3,605
-250
1 2
3
4