test

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
NEMNewmont Corp
Recent Activity
Decreased -11.33%
0.41%
$6.683M
179,549 shares@ $37.23 avg price
AESAes Corp
Recent Activity
Decreased -20.22%
0.41%
$6.679M
518,975 shares@ $12.87 avg price
MCHPMicrochip Technology Inc.
Recent Activity
Decreased -10.48%
0.4%
$6.481M
113,016 shares@ $57.35 avg price
ROLRollins Inc
Recent Activity
Decreased -3.15%
0.4%
$6.375M
137,540 shares@ $46.35 avg price
EWJIshares Inc
Recent Activity
Decreased -2.26%
0.4%
$6.375M
95,000 shares@ $67.1 avg price
ZBHZimmer Biomet Holdings Inc
Recent Activity
Increased 20.42%
0.37%
$5.91M
55,949 shares@ $105.64 avg price
ABNBAirbnb Inc
Recent Activity
Decreased -2.79%
0.35%
$5.689M
43,292 shares@ $131.41 avg price
SLBSchlumberger Ltd
Recent Activity
Decreased -33.19%
0.35%
$5.686M
148,295 shares@ $38.34 avg price
CNMCore & Main Inc
Recent Activity
Decreased -0.12%
0.35%
$5.657M
111,115 shares@ $50.92 avg price
JAZZJazz Pharmaceuticals Plc
Recent Activity
New Position
0.35%
$5.599M
45,463 shares@ $123.15 avg price