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
76
$349K 0.26%
12,405
+3,742
77
$346K 0.26%
10,262
78
$324K 0.24%
3,304
-746
79
$317K 0.24%
246
-60
80
$312K 0.23%
12,660
-1,480
81
$310K 0.23%
5,430
+30
82
$293K 0.22%
9,905
+634
83
$284K 0.21%
6,070
+745
84
$263K 0.2%
5,145
-8,525
85
$257K 0.19%
+1,160
86
$255K 0.19%
4,114
-1,088
87
$250K 0.19%
10,950
88
$249K 0.19%
2,235
+180
89
$239K 0.18%
25,450
90
$237K 0.18%
+1,555
91
$235K 0.18%
8,076
92
$226K 0.17%
+16,028
93
$224K 0.17%
15,530
94
$223K 0.17%
+3,365
95
$212K 0.16%
2,052
96
$202K 0.15%
+6,825
97
– –
-3,585
98
– –
-4,730
1 2 3
4