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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
$4.46B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$25.8M
2
+$17.7M
3
+$17.5M
4
SLH
SOLERA HOLDINGS, INC. COM
SLH
+$15.8M
5
TRS icon
TriMas Corp
TRS
+$15.1M

Top Sells

1
+$20.9M
2
+$20.7M
3
+$16.1M
4
ANF icon
Abercrombie & Fitch
ANF
+$14.9M
5
OPLN
Openlane
OPLN
+$13.6M

Sector Composition

1 Financials 17.01%
2 Industrials 14.93%
3 Healthcare 11.29%
4 Technology 11.23%
5 Consumer Discretionary 9.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
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-34,024
477
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-506,872
478
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479
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-4,631
480
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-567,596
481
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-195,209
482
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-41,217
483
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-25,852
484
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-19,458
485
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-272,430
486
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-109,485
487
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-62,580
488
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-122,302
489
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-17,046
490
– –
-104,863
491
– –
-8,508
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