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
MSMorgan Stanley Recent Activity Increased 143.01%	0.63%	$10.157M 80,790 shares@ $125.73 avg price	Increased 143.01%
AMGNAmgen Inc Recent Activity Increased 0.7%	0.6%	$9.749M 37,404 shares@ $260.65 avg price	Increased 0.7%
GILDGilead Sciences Inc Recent Activity Increased 0.64%	0.59%	$9.516M 103,025 shares@ $92.37 avg price	Increased 0.64%
AKAMAkamai Technologies Inc Recent Activity Increased 0.17%	0.54%	$8.653M 90,466 shares@ $95.66 avg price	Increased 0.17%
UNPUnion Pac Corp Recent Activity Increased 71.75%	0.47%	$7.505M 32,910 shares@ $228.04 avg price	Increased 71.75%
ZBHZimmer Biomet Holdings Inc Recent Activity Increased 20.42%	0.37%	$5.91M 55,949 shares@ $105.64 avg price	Increased 20.42%
ANFAbercrombie & Fitch Co Recent Activity Increased 11.18%	0.23%	$3.687M 24,669 shares@ $149.47 avg price	Increased 11.18%
VEAVanguard Tax-managed Fds Recent Activity Increased 1.1%	0.18%	$2.84M 59,395 shares@ $47.83 avg price	Increased 1.1%
VWOVanguard Intl Equity Index F Recent Activity Increased 2.05%	0.17%	$2.756M 62,573 shares@ $44.05 avg price	Increased 2.05%
ZSZscaler Inc Recent Activity Increased 12.22%	0.17%	$2.678M 14,845 shares@ $180.42 avg price	Increased 12.22%