Sign in

LMCG Investments, LLC

CIK:0001470944
Asset Manager
$6B AUM
225 holdings
Boston, MA, United States
Founded:2000
44 employees
Latest filing:Jun 30, 2025

LMCG Investments, LLC is an independent, employee-owned investment management firm headquartered in Boston, Massachusetts. The firm specializes in alternative investments and wealth management, providing a wide range of strategies and solutions to institutional investors, advisors, and private clients worldwide. Founded in 2000, LMCG manages billions in assets and employs over 40 professionals with an average of 25 years of investment experience. The firm's services range across global equity, fixed income, and absolute return/relative value credit strategies.

Investment Strategy

LMCG Investments pursues a broad array of global equity, fixed income, and absolute return/relative value credit strategies, focusing on delivering best-in-class results for institutional, advisor, and private clients. The firm is committed to aligning its interests with those of its clients, believing this alignment is essential for achieving long-term success. Their philosophy emphasizes independent thinking, comprehensive analysis, and a focus on risk-adjusted returns across various market environments.

Top Buys
M
MSFTMICROSOFT CORP
+$18.4M
N
NVDANVIDIA CORPORATION
+$13.8M
I
IEMGISHARES INC
+$10.8M
E
EFAISHARES TR
+$10.3M
R
REGNREGENERON PHARMACEUTICALS
+$8.5M
Top Sells
U
UNHUNITEDHEALTH GROUP INC
-$18.9M
N
NOCNORTHROP GRUMMAN CORP
-$9.5M
A
ABBVABBVIE INC
-$7.0M
Z
ZBHZIMMER BIOMET HOLDINGS INC
-$6.9M
A
AAPLAPPLE INC
-$5.1M

Top Holdings

M
MSFTMICROSOFT CORP
+5.3%$83.8M
A
AMZNAMAZON COM INC
+4.0%$64.4M
A
AAPLAPPLE INC
+3.4%$54.2M
J
JPMJPMORGAN CHASE & CO.
+3.0%$48.6M
G
GOOGLALPHABET INC
+2.6%$41.7M

Equity Positions (224)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP5.25%$83.8M168,547$309.64$497.41+$18.4M
A
AMZN
AMAZON COM INC4.04%$64.4M293,672$158.81$219.39+$7.8M
A
AAPL
APPLE INC3.40%$54.2M264,010$175.11$205.17-$5.1M
J
JPM
JPMORGAN CHASE & CO.3.04%$48.6M167,501$136.57$289.91+$5.8M
G
GOOGL
ALPHABET INC2.61%$41.7M236,563$139.61$176.23+$3.6M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+8.9%
SEMICONDUCTORS & RELATED DEVICES
+6.5%
PHARMACEUTICAL PREPARATIONS
+6.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+6.2%
NATIONAL COMMERCIAL BANKS
+4.9%