LI

LMCG Investments Portfolio holdings

AUM $1.6B
1-Year Est. Return 19.76%
This Quarter Est. Return
1 Year Est. Return
+19.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.66B
AUM Growth
-$54.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$3.79M
2
+$3.77M
3
+$3.48M
4
ANF icon
Abercrombie & Fitch
ANF
+$3.1M
5
DIS icon
Walt Disney
DIS
+$2.22M

Top Sells

1
+$13.4M
2
+$6.15M
3
+$4.07M
4
FDX icon
FedEx
FDX
+$3.5M
5
CLH icon
Clean Harbors
CLH
+$3.16M

Sector Composition

1 Technology 25.77%
2 Healthcare 13.62%
3 Financials 12.7%
4 Industrials 8.36%
5 Consumer Discretionary 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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