LI

LMCG Investments Portfolio holdings

AUM $1.75B
1-Year Est. Return 32.31%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.31%
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
+$4.02M
2
+$3.42M
3
+$3.38M
4
WYNN icon
Wynn Resorts
WYNN
+$3.16M
5
DIS icon
Walt Disney
DIS
+$2.13M

Top Sells

1
+$13.4M
2
+$5.93M
3
+$4.19M
4
FDX icon
FedEx
FDX
+$3.71M
5
BAC icon
Bank of America
BAC
+$3.15M

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
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