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LMCG Investments Portfolio holdings

AUM $1.68B
1-Year Est. Return 39.41%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+39.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.48B
AUM Growth
-$62.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$4.1M
3 +$3.09M
4
ROL icon
Rollins
ROL
+$2.61M
5
ILF icon
iShares Latin America 40 ETF
ILF
+$2.23M

Top Sells

1 +$8.05M
2 +$4.56M
3 +$4.15M
4
AMZN icon
Amazon
AMZN
+$4.05M
5
MSFT icon
Microsoft
MSFT
+$3.94M

Sector Composition

1 Technology 25.65%
2 Healthcare 13.66%
3 Financials 12.1%
4 Industrials 9.17%
5 Consumer Discretionary 7.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
-4,265
302
-24,021