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
76
$437K 0.27%
1,747
-40
77
$434K 0.27%
10,484
-234
78
$419K 0.26%
9,632
+400
79
$412K 0.25%
10,200
80
$403K 0.25%
24,125
81
$350K 0.22%
3,216
-387
82
$342K 0.21%
6,526
-58
83
$331K 0.2%
5,828
-80
84
$319K 0.2%
185
-10
85
$310K 0.19%
3,844
-20
86
$305K 0.19%
+2,392
87
$293K 0.18%
3,060
-391
88
$289K 0.18%
11,432
-534
89
$281K 0.17%
14,230
90
$281K 0.17%
4,505
+825
91
$278K 0.17%
4,155
-16,898
92
$266K 0.16%
2,300
93
$261K 0.16%
1,991
-64
94
$257K 0.16%
5,040
95
$245K 0.15%
17,260
+180
96
$225K 0.14%
860
97
$205K 0.13%
3,000
98
$142K 0.09%
18,518
99
– –
-2,400
100
– –
-2,125
1 2 3
4
5