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
$163M
AUM Growth
-$28.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.01M
3
+$858K
4
MSFT icon
Microsoft
MSFT
+$333K
5
MMS icon
Maximus
MMS
+$306K

Top Sells

1
+$7.25M
2
+$1.13M
3
+$541K
4
META icon
Meta Platforms (Facebook)
META
+$385K
5
SYK icon
Stryker
SYK
+$334K

Sector Composition

1 Technology 18.43%
2 Healthcare 18.24%
3 Financials 15.13%
4 Consumer Staples 10.26%
5 Industrials 10.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.01M 3.7%
45,564
+1,293
2
$5.58M 3.43%
28,342
-83
3
$4.99M 3.07%
126,492
+48
4
$4.85M 2.98%
65,999
+100
5
$4.58M 2.81%
26,640
-28
6
$4.45M 2.73%
48,639
7
$4.41M 2.71%
67,097
+370
8
$4.38M 2.69%
19,550
9
$4.24M 2.61%
20,823
+283
10
$4.15M 2.55%
25,779
11
$4.13M 2.54%
90,697
+34
12
$4.04M 2.48%
16,204
+10
13
$3.9M 2.4%
30,774
-340
14
$3.77M 2.32%
72,180
+680
15
$3.46M 2.13%
23,508
-37
16
$3.41M 2.1%
21,561
+893
17
$3.26M 2.01%
32,140
+3,280
18
$3.23M 1.98%
25,230
+294
19
$3.16M 1.94%
28,850
+477
20
$3.04M 1.87%
23,515
-1,495
21
$3M 1.85%
53,418
+19,330
22
$2.91M 1.79%
72,436
-2,384
23
$2.85M 1.75%
62,370
+1,152
24
$2.79M 1.72%
97,880
25
$2.67M 1.64%
16,673
-120
1
2 3 4 5