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Joseph F. Tower, III

@Lmcg Investments, Llc

Latest period2024 - Q4ReportedManaged Assets$1.631BTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
FITBFifth Third Bancorp
Recent Activity
Decreased -1%
0.59%
$9.584M
226,684 shares@ $42.29 avg price
ADBEAdobe Inc
Recent Activity
Decreased -8.08%
0.59%
$9.579M
21,542 shares@ $444.69 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 0.64%
0.59%
$9.516M
103,025 shares@ $92.37 avg price
BKNGBooking Holdings Inc
Recent Activity
Decreased -2.26%
0.54%
$8.804M
1,772 shares@ $4968.42 avg price
BACBank America Corp
Recent Activity
Decreased -1.76%
0.54%
$8.781M
199,796 shares@ $43.95 avg price
COPConocophillips
Recent Activity
Decreased -2.8%
0.54%
$8.728M
88,007 shares@ $99.18 avg price
AKAMAkamai Technologies Inc
Recent Activity
Increased 0.17%
0.54%
$8.653M
90,466 shares@ $95.66 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.53%
$8.552M
118,400 shares@ $72.23 avg price
ELFE L F Beauty Inc
Recent Activity
New Position
0.51%
$8.243M
65,653 shares@ $125.55 avg price
VLOValero Energy Corp
Recent Activity
Decreased -8.13%
0.5%
$8.029M
65,498 shares@ $122.6 avg price