LI
LMCG Investments Portfolio holdings
AUM
$1.75B
1-Year Est. Return
32.31%
This Fund
S&P 500
1 Year Est. Return
+32.31%
AUM
$1.75B
AUM Growth
+$48.1M
(+2.8%)
Holding
226
Top Buys
| 1 | +$12.4M | |
| 2 | +$8.02M | |
| 3 | +$5.03M | |
| 4 |
Waste Management
WM
|
+$4.14M |
| 5 |
Intercontinental Exchange
ICE
|
+$2.99M |
Top Sells
| 1 | +$7.56M | |
| 2 | +$7.24M | |
| 3 | +$6.73M | |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$4.91M |
| 5 |
JPMorgan Chase
JPM
|
+$4.25M |
Sector Composition
| 1 | Technology | 24.44% |
| 2 | Financials | 14.54% |
| 3 | Healthcare | 11.6% |
| 4 | Industrials | 8.97% |
| 5 | Communication Services | 7.83% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Linde
LIN
$232B
| – | – |
-456
|
|