Joseph F. Tower, III

@Lmcg Investments, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$1.631B

Total holdings233

Assets growth rate-1.99%

Assets growth rate (2-Q avg)-2.59%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lmcg Investments, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 233 positions.

Assets under management

The assets under management (AUM) of Lmcg Investments, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 1.631B in assets, with a quarterly growth rate of -1.99% and a 2-quarter average growth rate of -2.59%. The portfolio is managed by Joseph F. Tower, III, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
ACWXIshares Tr Recent Activity New Position	0.18%	$2.796M 53,596 shares@ $52.16 avg price	New Position
INDAIshares Tr Recent Activity New Position	0.12%	$1.907M 36,227 shares@ $52.64 avg price	New Position
ETSYEtsy Inc Recent Activity New Position	0.09%	$1.435M 27,132 shares@ $52.89 avg price	New Position
IGVIshares Tr Recent Activity New Position	0.06%	$828,393 8,274 shares@ $100.13 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.05%	$691,949 675 shares@ $1025.11 avg price	New Position
ICSHIshares Tr Recent Activity New Position	0.02%	$252,150 5,000 shares@ $50.43 avg price	New Position
VXUSVanguard Star Fds Recent Activity New Position	0.02%	$245,385 4,164 shares@ $58.94 avg price	New Position
IJRIshares Tr Recent Activity New Position	0.02%	$230,094 1,997 shares@ $115.22 avg price	New Position
PNFPPinnacle Finl Partners Inc Recent Activity New Position	0.02%	$228,780 2,000 shares@ $114.39 avg price	New Position
NYFIshares Tr Recent Activity New Position	0.02%	$212,880 4,000 shares@ $53.22 avg price	New Position