LCM

Liberty Capital Management Portfolio holdings

AUM $496M
1-Year Est. Return 14.96%
This Quarter Est. Return
1 Year Est. Return
+14.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$812K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$1.91M
2
+$1M
3
+$899K
4
SIRI icon
SiriusXM
SIRI
+$592K
5
NKE icon
Nike
NKE
+$586K

Top Sells

1
+$1.4M
2
+$599K
3
+$436K
4
RTX icon
RTX Corp
RTX
+$375K
5
TROW icon
T. Rowe Price
TROW
+$359K

Sector Composition

1 Healthcare 20.6%
2 Consumer Discretionary 12.37%
3 Consumer Staples 12.2%
4 Technology 11.64%
5 Financials 11.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$4.85M 3.64%
128,360
-5,000
2
$4.1M 3.07%
27,109
+355
3
$4.07M 3.05%
63,852
-2,484
4
$4.02M 3.01%
52,551
-1,320
5
$3.91M 2.93%
37,671
-915
6
$3.82M 2.87%
36,765
-1,365
7
$3.79M 2.84%
73,814
+1,020
8
$3.42M 2.56%
74,104
+720
9
$3.36M 2.52%
21,297
-1,030
10
$3.35M 2.51%
32,660
-1,360
11
$3.11M 2.33%
23,315
+135
12
$3.06M 2.3%
83,170
-845
13
$3M 2.25%
165,925
+1,775
14
$2.58M 1.93%
25,973
+800
15
$2.56M 1.92%
22,910
-305
16
$2.49M 1.87%
17,588
-225
17
$2.26M 1.7%
55,732
+780
18
$2.15M 1.62%
35,055
+9,535
19
$2.13M 1.59%
39,316
+18,577
20
$2.11M 1.58%
33,487
-5,950
21
$2.1M 1.58%
66,580
+2,180
22
$2.05M 1.54%
32,740
-5
23
$1.96M 1.47%
26,592
-2,430
24
$1.92M 1.44%
101,856
-3,080
25
$1.91M 1.43%
+141,150
1
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