LCM
Liberty Capital Management Portfolio holdings
AUM $449M
AUM
$449M
AUM Growth
-$1.54M (-0.3%)
Cap. Flow
+$7.1M
Cap. Flow % of AUM
1.58%
Top 10 Holdings %Top 10 Hldgs %
32.95%
Holding
163
New
4
Increased
75
Reduced
32
Closed
2
Top Buys
| 1 | $1.31M | |
| 2 | $647K | |
| 3 | $595K | |
| 4 | $499K | |
| 5 | $424K |
Top Sells
| 1 | $346K | |
| 2 | $199K | |
| 3 | $170K | |
| 4 | $162K | |
| 5 | $154K |
Sector Composition
| 1 | Technology | 20.61% |
| 2 | Financials | 10.72% |
| 3 | Healthcare | 10.64% |
| 4 | Consumer Discretionary | 8.24% |
| 5 | Industrials | 7.58% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $237K | 0.05% | 5,609 +44 | +0.8% | +$1.86K | |||
| $233K | 0.05% | 1,251 | – | – | |||
| $230K | 0.05% | 1,112 | – | – | |||
| $225K | 0.05% | 2,307 -113 | -5% | -$11K | |||
| $225K | 0.05% | 2,442 +12 | +0.5% | +$1.1K | |||
| $214K | 0.05% | 2,329 | – | – | |||
| $206K | 0.05% | 869 -200 | -19% | -$47.4K | |||
| $202K | 0.04% | 5,488 | – | – | |||
| $184K | 0.04% | 18,368 -446 | -2% | -$4.47K | |||
| $137K | 0.03% | 16,170 | – | – | |||
| $53.4K | 0.01% | 10,000 | – | – | |||
| $0 | 0% | 0 -3,962 | Closed | – | |||
| $0 | 0% | 0 -718 | Closed | – |
