We are live on ! Find out more
LI

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
$4.64B
AUM Growth
-$141M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$24.7M
2
+$19.9M
3
+$17.6M
4
HURN icon
Huron Consulting
HURN
+$15.1M
5
MRD
MEMORIAL RESOURCE DEV CORP COM STK (DE)
MRD
+$12.1M

Top Sells

1
+$16.3M
2
+$15.9M
3
+$15.3M
4
BDC icon
Belden
BDC
+$13.5M
5
SBH icon
Sally Beauty Holdings
SBH
+$12.9M

Sector Composition

1 Industrials 16.59%
2 Financials 14.89%
3 Healthcare 12.81%
4 Technology 11.68%
5 Consumer Discretionary 9.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
– –
-4,144
527
– –
-11,354
528
– –
-5,720
529
– –
-198,649
530
– –
-8,866
531
– –
-265,056
532
– –
-11,098
533
– –
-20,892
534
– –
-51,972
535
– –
-376,183
536
– –
-5,582
537
– –
-492,557
538
– –
-80,826
539
– –
-18,488
540
– –
-16,914
541
– –
-459,922
542
– –
-156,570
543
– –
-14,889
544
– –
-40,000
545
– –
-64,099
546
– –
-106,307
547
– –
-29,368
548
– –
-7,936
549
– –
-865,700
550
– –
-10,765
19 20 21
22
23