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
51
$1.18M 0.71%
8,232
+2,069
52
$1.14M 0.69%
4,816
+4,200
53
$1.14M 0.69%
16,110
+2,100
54
$1.09M 0.66%
23,792
+1,207
55
$1.04M 0.63%
23,454
-470
56
$978K 0.59%
27,108
+2,101
57
$936K 0.56%
10,414
+823
58
$905K 0.54%
10,298
+2,703
59
$900K 0.54%
7,226
+50
60
$829K 0.5%
55,815
+1,467
61
$828K 0.5%
12,565
-4
62
$811K 0.49%
14,570
63
$773K 0.47%
15,000
+13,760
64
$757K 0.46%
9,203
65
$731K 0.44%
7,143
+648
66
$697K 0.42%
11,644
+4,309
67
$673K 0.4%
5,915
-276
68
$623K 0.37%
9,084
-3,000
69
$620K 0.37%
9,925
-350
70
$612K 0.37%
5,440
-30
71
$601K 0.36%
10,036
+1,241
72
$577K 0.35%
6,950
73
$560K 0.34%
4,250
74
$546K 0.33%
8,774
75
$502K 0.3%
14,852
+2,225
1 2
3
4 5