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
$4.78B
AUM Growth
+$202M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
588
New
Increased
Reduced
Closed

Top Buys

1
+$18.7M
2
+$18M
3
+$17.1M
4
EQIX icon
Equinix
EQIX
+$16.5M
5
BID
Sotheby's
BID
+$15.8M

Top Sells

1
+$25.6M
2
+$22.9M
3
+$20.1M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$19.9M
5
ENH
Endurance Specialty Holdings Ltd
ENH
+$19.3M

Sector Composition

1 Industrials 15.1%
2 Financials 14.57%
3 Healthcare 12.82%
4 Technology 11.53%
5 Consumer Discretionary 9.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
– –
-2,659
552
– –
-5,263
553
– –
-396,650
554
– –
-14,256
555
– –
-21,624
556
– –
-6,873
557
– –
-4,083
558
– –
-128,490
559
– –
-14,036
560
– –
-831,225
561
– –
-1,497,387
562
– –
-6,646
563
– –
-5,751
564
– –
-5,027
565
– –
-5,936
566
– –
-6,497
567
– –
-621,072
568
– –
-1,967
569
– –
-111,289
570
– –
-990,760
571
– –
-7,561
572
– –
-10,952
573
– –
-327,798
574
– –
-9,380
575
– –
-6,766
20 21 22
23
24