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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
$4.71B
AUM Growth
+$566M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$25.7M
3
+$23.2M
4
SMTC icon
Semtech
SMTC
+$16.6M
5
NOG icon
Northern Oil and Gas
NOG
+$15.3M

Top Sells

1
+$34.7M
2
+$23.8M
3
+$16.5M
4
KDN
KAYDON CORP
KDN
+$15.6M
5
WCC
WESCO International
WCC
+$14.7M

Sector Composition

1 Financials 18.39%
2 Industrials 14.6%
3 Consumer Discretionary 11.88%
4 Technology 11.43%
5 Healthcare 8.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-438,471
502
– –
-120,625
503
– –
-292,486
504
– –
-205,304
505
– –
-192,476
506
– –
-243,885
507
– –
-1,624
508
– –
-84,886
509
– –
-6,260
510
– –
-44,606
511
– –
-716,983
512
– –
-124,248
513
– –
-31,999
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