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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
DOCSDoximity Inc
Recent Activity
Decreased -1.64%
0.5%
$8.005M
149,934 shares@ $53.39 avg price
GMGeneral Mtrs Co
Recent Activity
Decreased -26.47%
0.49%
$7.944M
149,133 shares@ $53.28 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.5%
0.49%
$7.902M
10,236 shares@ $772.0 avg price
KEYSKeysight Technologies Inc
Recent Activity
Decreased -0.46%
0.48%
$7.81M
48,620 shares@ $160.64 avg price
ASMLAsml Holding N V
Recent Activity
Decreased -5.02%
0.48%
$7.678M
11,078 shares@ $693.08 avg price
EZUIshares Inc
Recent Activity
Decreased -7.16%
0.47%
$7.656M
162,193 shares@ $47.21 avg price
UNPUnion Pac Corp
Recent Activity
Increased 71.75%
0.47%
$7.505M
32,910 shares@ $228.04 avg price
ELVElevance Health Inc
Recent Activity
Decreased -2.98%
0.44%
$7.157M
19,401 shares@ $368.91 avg price
LULULululemon Athletica Inc
Recent Activity
Decreased -3.71%
0.44%
$7.075M
18,500 shares@ $382.41 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -3.97%
0.42%
$6.758M
114,152 shares@ $59.2 avg price