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
51
$930K 0.57%
14,283
+4,698
52
$906K 0.56%
7,023
-411
53
$869K 0.53%
6,628
-174
54
$858K 0.53%
+31,131
55
$831K 0.51%
96,488
-12,184
56
$768K 0.47%
17,729
57
$757K 0.47%
11,024
58
$687K 0.42%
11,383
-2,741
59
$663K 0.41%
21,342
60
$606K 0.37%
39,972
-8,292
61
$603K 0.37%
5,901
+314
62
$534K 0.33%
2,613
63
$524K 0.32%
6,274
-222
64
$523K 0.32%
5,664
65
$520K 0.32%
5,662
66
$519K 0.32%
11,270
67
$514K 0.32%
3,228
-60
68
$501K 0.31%
7,988
-2,000
69
$482K 0.3%
6,616
+238
70
$475K 0.29%
6,350
71
$475K 0.29%
7,953
72
$474K 0.29%
3,643
73
$462K 0.28%
5,001
-500
74
$454K 0.28%
4,655
-1,000
75
$437K 0.27%
12,260
1 2
3
4 5