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
$3.81B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
467
New
Increased
Reduced
Closed

Top Buys

1 +$51.9M
2 +$40M
3 +$39.4M
4
CMP icon
Compass Minerals
CMP
+$38.9M
5
POR icon
Portland General Electric
POR
+$38.1M

Top Sells

No sells this quarter

Sector Composition

1 Financials 19.51%
2 Industrials 13.2%
3 Consumer Discretionary 12.14%
4 Technology 10.52%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$159K ﹤0.01%
+2,787
452
$112K ﹤0.01%
+21,911
453
$105K ﹤0.01%
+5,020
454
$94K ﹤0.01%
+7,727
455
$90K ﹤0.01%
+12,953
456
$70K ﹤0.01%
+6,745
457
$66K ﹤0.01%
+264
458
$65K ﹤0.01%
+2,489
459
$59K ﹤0.01%
+6,739
460
$52K ﹤0.01%
+1,138
461
$31K ﹤0.01%
+3,148
462
$1K ﹤0.01%
+75