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
$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
FI icon
Fiserv
FI
+$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
1
$4.73M 2.85%
53,234
-814
2
$4.71M 2.83%
131,116
-1,816
3
$4.31M 2.59%
26,606
-706
4
$4.08M 2.45%
70,676
-2,536
5
$4.07M 2.45%
30,737
+777
6
$3.97M 2.39%
34,217
-1,000
7
$3.89M 2.34%
26,511
+416
8
$3.85M 2.32%
50,807
-1,159
9
$3.51M 2.11%
81,556
-2,710
10
$3.48M 2.09%
69,780
-2,222
11
$3.45M 2.08%
20,596
-106
12
$3.17M 1.9%
25,437
-210
13
$3.15M 1.89%
74,220
-2,220
14
$3.13M 1.88%
27,621
-196
15
$2.98M 1.79%
23,756
-631
16
$2.97M 1.79%
57,744
-80
17
$2.91M 1.75%
18,966
-655
18
$2.83M 1.7%
78,150
-1,000
19
$2.74M 1.65%
34,885
-896
20
$2.69M 1.62%
16,880
+135
21
$2.61M 1.57%
24,181
-679
22
$2.6M 1.56%
58,620
-680
23
$2.59M 1.56%
19,009
+570
24
$2.46M 1.48%
50,434
+16,547
25
$2.42M 1.46%
175,800
-4,760
1
2 3 4 5