LOIM
Liberty One Investment Management Portfolio holdings
AUM
$783M
1-Year Est. Return
12.59%
This Fund
S&P 500
1 Year Est. Return
+12.59%
AUM
$1.78B
AUM Growth
+$790M
(+80%)
Holding
155
Top Buys
| 1 | +$55.9M | |
| 2 | +$49.9M | |
| 3 | +$47.9M | |
| 4 |
McKesson
MCK
|
+$46.3M |
| 5 |
Rentokil
RTO
|
+$38.5M |
Top Sells
| 1 | +$30.1M | |
| 2 | +$29.7M | |
| 3 | +$27M | |
| 4 |
Keurig Dr Pepper
KDP
|
+$25.8M |
| 5 |
Amdocs
DOX
|
+$18.9M |
Sector Composition
| 1 | Consumer Staples | 21.83% |
| 2 | Healthcare | 19.23% |
| 3 | Industrials | 13.65% |
| 4 | Utilities | 12.32% |
| 5 | Technology | 8.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Lockheed Martin
LMT
$146B
| – | – |
-64,943
|
|
||
152
Pfizer
PFE
$156B
| – | – |
-1,225,408
|
|
||
153
SentinelOne
S
$4.92B
| – | – |
-12,462
|
|
||
154
Sweetgreen
SG
$675M
| – | – |
-27,168
|
|
||
155
Steel Dynamics
STLD
$25B
| – | – |
-4,637
|
|