LCM

Liberty Capital Management Portfolio holdings

AUM $537M
1-Year Est. Return 15.22%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.22%
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
+$1.1M
2
+$1.09M
3
+$995K
4
MSFT icon
Microsoft
MSFT
+$351K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$330K

Top Sells

1
+$7.25M
2
+$1.3M
3
+$589K
4
META icon
Meta Platforms (Facebook)
META
+$385K
5
SYK icon
Stryker
SYK
+$357K

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
101
– –
-2,125
102
– –
-2,340
103
– –
-2,302
104
– –
-13,700
105
– –
-9,661
106
– –
-2,709
107
– –
-2,320
1 2 3 4
5