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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
$4.63B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
506
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$14.3M
3
+$12.8M
4
AIMC
Altra Industrial Motion Corp
AIMC
+$10.9M
5
STL
Sterling Bancorp
STL
+$10.3M

Top Sells

1
+$17.8M
2
+$12.4M
3
+$11.4M
4
ANN
ANN INC
ANN
+$11M
5
OI icon
O-I Glass
OI
+$10.9M

Sector Composition

1 Financials 16.77%
2 Industrials 15.23%
3 Technology 11.66%
4 Consumer Discretionary 10.4%
5 Healthcare 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-428,297
477
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-669
478
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-33,126
479
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-39,224
480
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-14,427
481
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-56,445
482
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-37,029
483
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484
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485
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486
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487
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488
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-265,547
489
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490
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491
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492
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-8,000
493
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-190,636
494
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-37,406
495
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-53,374
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