Lmcg Investments, LLC Portfolio Holdings
Lmcg Investments, LLC
- $1.65 Billion
- Q3 2024
Lmcg Investments, LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $1.65 Billion distributed in 306 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $86.4M, Apple Inc. with a value of $71M, Amazon Com Inc with a value of $61.1M, Alphabet Inc. with a value of $44.4M, and Jpmorgan Chase & CO with a value of $39.6M.
Examining the 13F form we can see an decrease of $55.5M in the current position value, from $1.7B to 1.65B.
Lmcg Investments, LLC is based out at Boston, MA
Below you can find more details about Lmcg Investments, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$1.65 Billion
Technology: $427 Million
Healthcare: $226 Million
Financial Services: $211 Million
ETFs: $154 Million
Industrials: $137 Million
Consumer Cyclical: $129 Million
Communication Services: $104 Million
Consumer Defensive: $92.7 Million
Other: $167 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 306
- Current Value $1.65 Billion
- Prior Value $1.7 Billion
- Filing
- Period Q3 2024
- Filing Date October 29, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 9 stocks
- Additional Purchases 57 stocks
- Sold out of 0 stocks
- Reduced holdings in 123 stocks