Lmcg Investments, LLC Portfolio Holdings
Lmcg Investments, LLC
- $1.61 Billion
- Q4 2024
Lmcg Investments, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $1.61 Billion distributed in 319 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $82.1M, Apple Inc. with a value of $71.5M, Amazon Com Inc with a value of $69.3M, Alphabet Inc. with a value of $48.8M, and Jpmorgan Chase & CO with a value of $43.7M.
Examining the 13F form we can see an decrease of $39.9M in the current position value, from $1.65B to 1.61B.
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
$1.61 Billion
Technology: $415 Million
Financial Services: $231 Million
Healthcare: $189 Million
ETFs: $168 Million
Industrials: $140 Million
Consumer Cyclical: $138 Million
Communication Services: $109 Million
Consumer Defensive: $85.9 Million
Other: $131 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 319
- Current Value $1.61 Billion
- Prior Value $1.65 Billion
- Filing
- Period Q4 2024
- Filing Date January 16, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 21 stocks
- Additional Purchases 38 stocks
- Sold out of 0 stocks
- Reduced holdings in 160 stocks