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
151
$56K 0.03%
1,460
-630
152
$55K 0.03%
1,185
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153
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3,250
154
$50K 0.03%
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155
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600
156
$50K 0.03%
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157
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329
158
$49K 0.03%
300
159
$48K 0.03%
297
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$47K 0.03%
600
161
$47K 0.03%
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162
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800
163
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164
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5,000
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165
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166
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167
$42K 0.03%
500
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168
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300
169
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300
172
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415
173
$39K 0.02%
304
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174
$38K 0.02%
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175
$38K 0.02%
2,879
5 6
7
8 9