LI
LMCG Investments Portfolio holdings
AUM
$1.7B
1-Year Est. Return
26.22%
1 Year Est. Return
+26.22%
AUM
$1.6B
AUM Growth
+$88.6M
(+5.9%)
Holding
232
Top Buys
| 1 | +$10.1M | |
| 2 | +$10M | |
| 3 | +$9.23M | |
| 4 |
Workday
WDAY
|
+$5.8M |
| 5 |
Trimble
TRMB
|
+$4.21M |
Top Sells
| 1 | +$10.7M | |
| 2 | +$9.24M | |
| 3 | +$6.93M | |
| 4 |
Newmont
NEM
|
+$6.3M |
| 5 |
Enphase Energy
ENPH
|
+$4.77M |
Sector Composition
| 1 | Technology | 26.6% |
| 2 | Financials | 15.03% |
| 3 | Healthcare | 10.3% |
| 4 | Industrials | 8.69% |
| 5 | Consumer Discretionary | 7.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Zimmer Biomet
ZBH
$17.9B
| – | – |
-61,260
|
|
||
227
Vanguard S&P 500 ETF
VOO
$766B
| – | – |
-908
|
|
||
228
Snowflake
SNOW
$87B
| – | – |
-1,676
|
|
||
229
iShares Core S&P Small-Cap ETF
IJR
$84.3B
| – | – |
-1,914
|
|
||
230
General Motors
GM
$67.1B
| – | – |
-61,293
|
|
||
231
GE HealthCare
GEHC
$33.7B
| – | – |
-2,571
|
|
||
|
232
Enphase Energy
ENPH
$3.78B
| – | – |
-76,885
|
|