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
126
$115K 0.07%
7,050
127
$109K 0.07%
2,182
128
$102K 0.06%
904
129
$100K 0.06%
1,695
130
$97K 0.06%
865
+500
131
$96K 0.06%
1,930
132
$92K 0.06%
3,392
133
$91K 0.05%
670
134
$91K 0.05%
4,000
135
$88K 0.05%
1,600
136
$86K 0.05%
998
137
$85K 0.05%
6,272
138
$85K 0.05%
+2,640
139
$84K 0.05%
1,378
140
$83K 0.05%
4,064
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141
$81K 0.05%
600
142
$79K 0.05%
1,430
143
$76K 0.05%
1,400
-2,000
144
$73K 0.04%
800
145
$68K 0.04%
1,400
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146
$68K 0.04%
1,500
147
$63K 0.04%
4,500
148
$60K 0.04%
505
149
$59K 0.04%
250
150
$56K 0.03%
900
+200
4 5
6
7 8