Lee Munder Capital Group
Latest statistics and disclosures from Lmcg Investments's latest quarterly 13F-HR filing:
- Top 5 stock holdings are MSFT, AAPL, AMZN, GOOGL, JPM, and represent 16.30% of Lmcg Investments's stock portfolio.
- Added to shares of these 10 stocks: VBR (+$13M), BG (+$12M), SPY (+$10M), IWM (+$7.0M), ABNB, ACWX, ROL, ABT, LYV, VLTO.
- Started 15 new stock positions in UBER, KBWY, FHN, TJX, BG, APD, LYV, BA, TFC, CAC. IWO, ABNB, IWM, AON, VLTO.
- Reduced shares in these 10 stocks: , DEO (-$6.3M), BMY (-$6.1M), GOOGL (-$5.6M), GLW (-$5.1M), MA, META, NVDA, CNC, COF.
- Sold out of its positions in BWA, FMC, HAS, LSCC, MRTX, VZ, VMware, Bunge.
- Lmcg Investments was a net seller of stock by $-10M.
- Lmcg Investments has $1.6B in assets under management (AUM), dropping by 8.97%.
- Central Index Key (CIK): 0001470944
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Download as csv Download as ExcelPortfolio Holdings for Lmcg Investments
Lmcg Investments holds 297 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Microsoft Corporation (MSFT) | 4.9 | $78M | 208k | 376.04 |
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Apple (AAPL) | 3.9 | $62M | -2% | 323k | 192.53 |
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Amazon (AMZN) | 3.2 | $52M | -3% | 340k | 151.94 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $38M | -12% | 273k | 139.69 |
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JPMorgan Chase & Co. (JPM) | 2.0 | $33M | 193k | 170.10 |
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Abbvie (ABBV) | 1.6 | $26M | 170k | 154.97 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $25M | 69k | 356.66 |
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Applied Materials (AMAT) | 1.5 | $24M | 150k | 162.07 |
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Coca-Cola Company (KO) | 1.5 | $24M | +3% | 399k | 58.93 |
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Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.3 | $22M | +145% | 119k | 179.97 |
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Danaher Corporation (DHR) | 1.3 | $20M | 88k | 231.34 |
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Visa Com Cl A (V) | 1.2 | $20M | -5% | 77k | 260.35 |
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Chevron Corporation (CVX) | 1.2 | $20M | 132k | 149.16 |
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Goldman Sachs (GS) | 1.2 | $19M | 49k | 385.77 |
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Alphabet Cap Stk Cl C (GOOG) | 1.2 | $19M | 135k | 140.93 |
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UnitedHealth (UNH) | 1.2 | $19M | 36k | 526.47 |
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Abbott Laboratories (ABT) | 1.0 | $17M | +15% | 150k | 110.07 |
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Jabil Circuit (JBL) | 1.0 | $16M | 124k | 127.40 |
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Procter & Gamble Company (PG) | 1.0 | $16M | 108k | 146.54 |
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FedEx Corporation (FDX) | 1.0 | $15M | 61k | 252.97 |
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Rockwell Automation (ROK) | 0.9 | $15M | 47k | 310.48 |
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Merck & Co (MRK) | 0.9 | $14M | 132k | 109.02 |
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Micron Technology (MU) | 0.9 | $14M | 166k | 85.34 |
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Quanta Services (PWR) | 0.9 | $14M | 65k | 215.80 |
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Oracle Corporation (ORCL) | 0.9 | $14M | 132k | 105.43 |
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Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.9 | $14M | 57k | 241.77 |
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NVIDIA Corporation (NVDA) | 0.8 | $13M | -14% | 27k | 495.22 |
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Adobe Systems Incorporated (ADBE) | 0.8 | $13M | 22k | 596.60 |
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Capital One Financial (COF) | 0.8 | $13M | -12% | 99k | 131.12 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.8 | $13M | +348% | 27k | 475.30 |
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Newmont Mining Corporation (NEM) | 0.8 | $13M | +11% | 304k | 41.39 |
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Everest Re Group (EG) | 0.8 | $12M | 35k | 353.58 |
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Bunge Global Sa Com Shs (BG) | 0.8 | $12M | NEW | 123k | 100.95 |
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Lululemon Athletica (LULU) | 0.8 | $12M | -2% | 24k | 511.29 |
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Ishares Core Msci Emkt (IEMG) | 0.8 | $12M | -9% | 245k | 50.58 |
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Cisco Systems (CSCO) | 0.8 | $12M | -2% | 245k | 50.52 |
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Akamai Technologies (AKAM) | 0.8 | $12M | 104k | 118.35 |
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Waste Connections (WCN) | 0.8 | $12M | 82k | 149.27 |
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Motorola Solutions Com New (MSI) | 0.7 | $12M | -2% | 38k | 313.09 |
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Johnson & Johnson (JNJ) | 0.7 | $12M | -6% | 75k | 156.74 |
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Servicenow (NOW) | 0.7 | $12M | +13% | 16k | 706.49 |
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Lam Research Corporation (LRCX) | 0.7 | $12M | 15k | 783.26 |
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Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.7 | $12M | 52k | 219.57 |
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Emerson Electric (EMR) | 0.7 | $11M | 112k | 97.33 |
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Packaging Corporation of America (PKG) | 0.7 | $11M | 67k | 162.91 |
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Wal-Mart Stores (WMT) | 0.7 | $11M | 68k | 157.65 |
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Mastercard Incorporated Cl A (MA) | 0.7 | $11M | -22% | 25k | 426.51 |
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ConocoPhillips (COP) | 0.7 | $11M | 92k | 116.07 |
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Amgen (AMGN) | 0.6 | $11M | 36k | 288.02 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $10M | 72k | 145.01 |
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Valero Energy Corporation (VLO) | 0.6 | $10M | -2% | 80k | 130.00 |
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Microchip Technology (MCHP) | 0.6 | $10M | 114k | 90.18 |
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Northrop Grumman Corporation (NOC) | 0.6 | $10M | -2% | 22k | 468.14 |
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Crowdstrike Hldgs Cl A (CRWD) | 0.6 | $10M | -2% | 40k | 255.32 |
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Teradyne (TER) | 0.6 | $10M | 93k | 108.52 |
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Agilent Technologies Inc C ommon (A) | 0.6 | $10M | 73k | 139.03 |
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Ishares Tr Latn Amer 40 Etf (ILF) | 0.6 | $10M | -3% | 343k | 29.06 |
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Caterpillar (CAT) | 0.6 | $9.8M | +2% | 33k | 295.67 |
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Cummins (CMI) | 0.6 | $9.6M | 40k | 239.57 |
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Lowe's Companies (LOW) | 0.6 | $9.6M | 43k | 222.55 |
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Anthem (ELV) | 0.6 | $9.5M | 20k | 471.55 |
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Agnico (AEM) | 0.6 | $9.3M | 169k | 54.85 |
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Exxon Mobil Corporation (XOM) | 0.6 | $9.2M | 93k | 99.98 |
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Intuit (INTU) | 0.6 | $9.2M | +6% | 15k | 625.03 |
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Bank of America Corporation (BAC) | 0.6 | $9.0M | -4% | 268k | 33.67 |
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Ishares Msci Eurzone Etf (EZU) | 0.6 | $9.0M | 189k | 47.44 |
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S&p Global (SPGI) | 0.6 | $9.0M | +7% | 20k | 440.52 |
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AES Corporation (AES) | 0.5 | $8.8M | 458k | 19.25 |
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Costco Wholesale Corporation (COST) | 0.5 | $8.6M | -5% | 13k | 660.08 |
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Gilead Sciences (GILD) | 0.5 | $8.5M | 105k | 81.01 |
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Meta Platforms Cl A (META) | 0.5 | $8.1M | -24% | 23k | 353.96 |
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Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.5 | $8.1M | 15.00 | 542625.00 |
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Interpublic Group of Companies (IPG) | 0.5 | $8.1M | 249k | 32.64 |
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Rio Tinto Sponsored Adr (RIO) | 0.5 | $8.0M | 107k | 74.46 |
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Booking Holdings (BKNG) | 0.5 | $7.9M | 2.2k | 3547.22 |
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Asml Holding N V N Y Registry Shs (ASML) | 0.5 | $7.7M | 10k | 756.92 |
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Thermo Fisher Scientific (TMO) | 0.5 | $7.5M | 14k | 530.79 |
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Eli Lilly & Co. (LLY) | 0.5 | $7.3M | -2% | 13k | 582.92 |
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Ciena Corp Com New (CIEN) | 0.5 | $7.3M | 162k | 45.01 |
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Ishares Tr Russell 2000 Etf (IWM) | 0.4 | $7.0M | NEW | 35k | 200.71 |
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Ishares Msci Jpn Etf New (EWJ) | 0.4 | $6.8M | 106k | 64.14 |
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Fifth Third Ban (FITB) | 0.4 | $6.8M | +24% | 196k | 34.49 |
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Walt Disney Company (DIS) | 0.4 | $6.7M | -11% | 74k | 90.29 |
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Ishares Tr Msci Emg Mkt Etf (EEM) | 0.4 | $6.5M | -4% | 162k | 40.21 |
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Marvell Technology (MRVL) | 0.4 | $6.3M | -2% | 104k | 60.31 |
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CVS Caremark Corporation (CVS) | 0.4 | $6.2M | -9% | 79k | 78.96 |
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General Motors Company (GM) | 0.4 | $6.2M | +3% | 172k | 35.92 |
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Broadcom (AVGO) | 0.4 | $6.2M | -13% | 5.5k | 1116.25 |
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Monster Beverage Corp (MNST) | 0.4 | $6.1M | -3% | 106k | 57.61 |
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Keysight Technologies (KEYS) | 0.4 | $6.0M | 38k | 159.09 |
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Clean Harbors (CLH) | 0.4 | $6.0M | -2% | 34k | 174.51 |
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Rollins (ROL) | 0.4 | $5.9M | +110% | 136k | 43.67 |
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Cigna Corp (CI) | 0.4 | $5.9M | 20k | 299.45 |
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Comcast Corp Cl A (CMCSA) | 0.3 | $5.3M | -5% | 120k | 43.85 |
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Workday Cl A (WDAY) | 0.3 | $5.2M | 19k | 276.06 |
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Airbnb Com Cl A (ABNB) | 0.3 | $4.9M | NEW | 36k | 136.14 |
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Union Pacific Corporation (UNP) | 0.3 | $4.9M | 20k | 245.62 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.9M | +9% | 12k | 409.53 |
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Range Resources (RRC) | 0.3 | $4.7M | 154k | 30.44 |
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Ishares Msci Pac Jp Etf (EPP) | 0.3 | $4.5M | -5% | 105k | 43.41 |
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Western Digital (WDC) | 0.3 | $4.5M | 86k | 52.37 |
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Ishares Msci Cda Etf (EWC) | 0.3 | $4.4M | 119k | 36.68 |
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Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $4.4M | 58k | 75.35 |
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Helmerich & Payne (HP) | 0.3 | $4.3M | 120k | 36.22 |
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Ishares Msci Sth Kor Etf (EWY) | 0.3 | $4.2M | -12% | 65k | 65.53 |
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Pepsi (PEP) | 0.3 | $4.2M | 25k | 169.84 |
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Baker Hughes Company Cl A (BKR) | 0.3 | $4.1M | 119k | 34.18 |
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Core & Main Cl A (CNM) | 0.3 | $4.1M | +2% | 101k | 40.41 |
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Regeneron Pharmaceuticals (REGN) | 0.3 | $4.1M | 4.6k | 878.29 |
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Westlake Chemical Corporation (WLK) | 0.2 | $4.0M | +45% | 29k | 139.96 |
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Aercap Holdings Nv SHS (AER) | 0.2 | $4.0M | +37% | 53k | 74.32 |
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Expeditors International of Washington (EXPD) | 0.2 | $3.8M | 30k | 127.20 |
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4068594 Enphase Energy (ENPH) | 0.2 | $3.8M | -27% | 29k | 132.14 |
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Snowflake Cl A (SNOW) | 0.2 | $3.8M | 19k | 199.00 |
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Ishares Tr Msci Acwi Ex Us (ACWX) | 0.2 | $3.7M | +622% | 72k | 51.04 |
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Home Depot (HD) | 0.2 | $3.7M | 11k | 346.55 |
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Cognex Corporation (CGNX) | 0.2 | $3.6M | +9% | 86k | 41.74 |
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Charter Communications Inc N Cl A (CHTR) | 0.2 | $3.5M | 9.0k | 388.68 |
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Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $3.3M | 13k | 262.26 |
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Crown Castle Intl (CCI) | 0.2 | $3.2M | -22% | 28k | 115.19 |
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Ameriprise Financial (AMP) | 0.2 | $3.1M | -30% | 8.1k | 379.83 |
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Astrazeneca Sponsored Adr (AZN) | 0.2 | $3.0M | 45k | 67.35 |
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $3.0M | 62k | 47.90 |
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Alexandria Real Estate Equities (ARE) | 0.2 | $2.9M | +3% | 23k | 126.77 |
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) | 0.2 | $2.8M | 52k | 54.08 |
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Berry Plastics (BERY) | 0.2 | $2.8M | -2% | 41k | 67.39 |
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Darling International (DAR) | 0.2 | $2.7M | -4% | 55k | 49.84 |
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Wyndham Hotels And Resorts (WH) | 0.2 | $2.7M | +15% | 33k | 80.41 |
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DTE Energy Company (DTE) | 0.2 | $2.7M | -3% | 24k | 110.26 |
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $2.6M | 63k | 41.10 |
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Republic Services (RSG) | 0.2 | $2.5M | 15k | 164.91 |
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Ishares Msci Taiwan Etf (EWT) | 0.2 | $2.5M | -5% | 55k | 46.03 |
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Pinnacle Financial Partners (PNFP) | 0.2 | $2.5M | +18% | 28k | 87.22 |
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Morgan Stanley Com New (MS) | 0.2 | $2.4M | -4% | 26k | 93.25 |
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Builders FirstSource (BLDR) | 0.1 | $2.4M | 14k | 166.94 |
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Flywire Corporation Com Vtg (FLYW) | 0.1 | $2.4M | -8% | 103k | 23.15 |
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Moody's Corporation (MCO) | 0.1 | $2.4M | 6.1k | 390.56 |
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Reinsurance Grp Of America I Com New (RGA) | 0.1 | $2.4M | 15k | 161.78 |
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Wabtec Corporation (WAB) | 0.1 | $2.4M | 19k | 126.90 |
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Pioneer Natural Resources (PXD) | 0.1 | $2.3M | 10k | 224.88 |
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Caesars Entertainment (CZR) | 0.1 | $2.3M | +14% | 49k | 46.88 |
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Centene Corporation (CNC) | 0.1 | $2.2M | -45% | 30k | 74.21 |
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LKQ Corporation (LKQ) | 0.1 | $2.2M | 46k | 47.79 |
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Topbuild (BLD) | 0.1 | $2.2M | +69% | 5.8k | 374.26 |
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Devon Energy Corporation (DVN) | 0.1 | $2.1M | +5% | 46k | 45.30 |
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Relx Sponsored Adr (RELX) | 0.1 | $2.1M | 52k | 39.66 |
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Ingredion Incorporated (INGR) | 0.1 | $2.0M | 19k | 108.53 |
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Olin Corp Com Par $1 (OLN) | 0.1 | $2.0M | -38% | 37k | 53.95 |
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Snap-on Incorporated (SNA) | 0.1 | $2.0M | 6.9k | 288.84 |
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CoStar (CSGP) | 0.1 | $2.0M | -4% | 23k | 87.39 |
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Veritex Hldgs (VBTX) | 0.1 | $2.0M | -43% | 85k | 23.27 |
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Sanofi Sponsored Adr (SNY) | 0.1 | $2.0M | -3% | 39k | 49.73 |
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Palo Alto Networks (PANW) | 0.1 | $2.0M | 6.6k | 294.88 |
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Apa Corporation (APA) | 0.1 | $1.9M | 54k | 35.88 |
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Encompass Health Corp (EHC) | 0.1 | $1.9M | -23% | 29k | 66.72 |
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Intel Corporation (INTC) | 0.1 | $1.9M | -7% | 38k | 50.25 |
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CenterPoint Energy (CNP) | 0.1 | $1.9M | 66k | 28.57 |
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Ecolab (ECL) | 0.1 | $1.9M | 9.4k | 198.35 |
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Ptc (PTC) | 0.1 | $1.9M | 11k | 174.96 |
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Bio-techne Corporation (TECH) | 0.1 | $1.8M | 24k | 77.16 |
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Nutrien (NTR) | 0.1 | $1.8M | -20% | 32k | 56.33 |
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Hexcel Corporation (HXL) | 0.1 | $1.8M | 24k | 73.75 |
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Live Nation Entertainment (LYV) | 0.1 | $1.8M | NEW | 19k | 93.60 |
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Zimmer Holdings (ZBH) | 0.1 | $1.7M | 14k | 121.70 |
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Fair Isaac Corporation (FICO) | 0.1 | $1.7M | -21% | 1.5k | 1164.01 |
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Qorvo (QRVO) | 0.1 | $1.7M | 15k | 112.61 |
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Boyd Gaming Corporation (BYD) | 0.1 | $1.7M | +122% | 27k | 62.61 |
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Genpact SHS (G) | 0.1 | $1.7M | 49k | 34.71 |
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Kinsale Cap Group (KNSL) | 0.1 | $1.7M | 5.0k | 334.91 |
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Veralto Corp Com Shs (VLTO) | 0.1 | $1.7M | NEW | 21k | 82.26 |
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Livent Corp | 0.1 | $1.7M | 93k | 17.98 |
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Cabot Oil & Gas Corporation (CTRA) | 0.1 | $1.6M | 65k | 25.52 |
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Steel Dynamics (STLD) | 0.1 | $1.6M | 14k | 118.10 |
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Entergy Corporation (ETR) | 0.1 | $1.6M | 16k | 101.19 |
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Leidos Holdings (LDOS) | 0.1 | $1.6M | 15k | 108.24 |
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Medtronic SHS (MDT) | 0.1 | $1.6M | -30% | 19k | 82.38 |
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Carlisle Companies (CSL) | 0.1 | $1.6M | +43% | 5.1k | 312.43 |
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Dollar Tree (DLTR) | 0.1 | $1.6M | 11k | 142.05 |
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Voya Financial (VOYA) | 0.1 | $1.5M | +43% | 21k | 72.96 |
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Dover Corporation (DOV) | 0.1 | $1.5M | 10k | 153.81 |
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Host Hotels & Resorts (HST) | 0.1 | $1.5M | +43% | 78k | 19.47 |
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Webster Financial Corporation (WBS) | 0.1 | $1.5M | +32% | 30k | 50.76 |
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Envista Hldgs Corp (NVST) | 0.1 | $1.5M | 62k | 24.06 |
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Essex Property Trust (ESS) | 0.1 | $1.5M | +31% | 6.0k | 247.94 |
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ON Semiconductor (ON) | 0.1 | $1.5M | -3% | 18k | 83.53 |
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Regal-beloit Corporation (RRX) | 0.1 | $1.5M | -38% | 10k | 148.02 |
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Championx Corp (CHX) | 0.1 | $1.5M | 50k | 29.21 |
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Spdr Index Shs Fds S&p Intl Smlcp (GWX) | 0.1 | $1.4M | 45k | 31.76 |
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Valvoline Inc Common (VVV) | 0.1 | $1.4M | 38k | 37.58 |
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TreeHouse Foods (THS) | 0.1 | $1.4M | 35k | 41.45 |
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NiSource (NI) | 0.1 | $1.4M | 53k | 26.55 |
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Five Below (FIVE) | 0.1 | $1.4M | +52% | 6.5k | 213.16 |
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Marsh & McLennan Companies (MMC) | 0.1 | $1.4M | -4% | 7.3k | 189.47 |
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Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $1.4M | 10k | 136.38 |
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Axalta Coating Sys (AXTA) | 0.1 | $1.3M | 40k | 33.97 |
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Churchill Downs (CHDN) | 0.1 | $1.3M | +62% | 9.6k | 134.93 |
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Evergy (EVRG) | 0.1 | $1.3M | 25k | 52.20 |
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International Paper Company (IP) | 0.1 | $1.3M | 36k | 36.15 |
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Global Payments (GPN) | 0.1 | $1.3M | 10k | 127.00 |
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Ishares Tr Core Div Grwth (DGRO) | 0.1 | $1.3M | 24k | 53.82 |
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Progressive Corporation (PGR) | 0.1 | $1.3M | -44% | 8.0k | 159.28 |
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AmerisourceBergen (COR) | 0.1 | $1.3M | 6.2k | 205.38 |
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Columbia Sportswear Company (COLM) | 0.1 | $1.3M | 16k | 79.54 |
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Neurocrine Biosciences (NBIX) | 0.1 | $1.2M | 9.4k | 131.76 |
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Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $1.2M | 7.7k | 155.33 |
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Pfizer (PFE) | 0.1 | $1.2M | -4% | 41k | 28.79 |
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Nvent Electric SHS (NVT) | 0.1 | $1.2M | +70% | 20k | 59.09 |
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First Horizon National Corporation (FHN) | 0.1 | $1.1M | NEW | 81k | 14.16 |
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Enterprise Products Partners (EPD) | 0.1 | $1.1M | +22% | 43k | 26.35 |
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Novanta (NOVT) | 0.1 | $1.1M | 6.7k | 168.41 |
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Ringcentral Cl A (RNG) | 0.1 | $1.1M | -4% | 33k | 33.95 |
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Model N (MODN) | 0.1 | $1.1M | 41k | 26.93 |
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Assetmark Financial Hldg (AMK) | 0.1 | $1.1M | 37k | 29.95 |
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Ishares Msci Switzerland (EWL) | 0.1 | $1.1M | 23k | 48.27 |
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F5 Networks (FFIV) | 0.1 | $1.1M | 6.0k | 178.98 |
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Parker-Hannifin Corporation (PH) | 0.1 | $1.1M | 2.3k | 460.70 |
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Qualcomm (QCOM) | 0.1 | $1.1M | 7.3k | 144.63 |
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McDonald's Corporation (MCD) | 0.1 | $1.1M | 3.5k | 296.51 |
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Portland Gen Elec Com New (POR) | 0.1 | $1.1M | -4% | 24k | 43.34 |
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Waste Management (WM) | 0.1 | $1.0M | -16% | 5.8k | 179.10 |
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Pinnacle West Capital Corporation (PNW) | 0.1 | $1.0M | 14k | 71.84 |
|
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Trex Company (TREX) | 0.1 | $1.0M | 12k | 82.79 |
|
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Dollar General (DG) | 0.1 | $979k | -13% | 7.2k | 135.95 |
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Molina Healthcare (MOH) | 0.1 | $956k | 2.6k | 361.31 |
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Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $950k | 9.1k | 104.46 |
|
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Avantor (AVTR) | 0.1 | $946k | 41k | 22.83 |
|
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Willis Towers Watson SHS (WTW) | 0.1 | $915k | -13% | 3.8k | 241.22 |
|
Lamb Weston Hldgs (LW) | 0.1 | $911k | -39% | 8.4k | 108.09 |
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Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.1 | $910k | +35% | 22k | 42.41 |
|
Repligen Corporation (RGEN) | 0.1 | $909k | 5.1k | 179.80 |
|
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Cme (CME) | 0.1 | $908k | -6% | 4.3k | 210.60 |
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Analog Devices (ADI) | 0.1 | $891k | 4.5k | 198.56 |
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Corning Incorporated (GLW) | 0.1 | $879k | -85% | 29k | 30.45 |
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Philip Morris International (PM) | 0.1 | $861k | 9.1k | 94.08 |
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Wells Fargo & Company (WFC) | 0.1 | $849k | 17k | 49.22 |
|
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Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $840k | 25k | 33.05 |
|
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Littelfuse (LFUS) | 0.1 | $826k | 3.1k | 267.56 |
|
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Illinois Tool Works (ITW) | 0.1 | $820k | 3.1k | 261.94 |
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Diageo Spon Adr New (DEO) | 0.0 | $792k | -88% | 5.4k | 145.66 |
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Healthequity (HQY) | 0.0 | $785k | 12k | 66.30 |
|
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Synaptics, Incorporated (SYNA) | 0.0 | $781k | -16% | 6.8k | 114.08 |
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Wright Express (WEX) | 0.0 | $778k | 4.0k | 194.55 |
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Southwest Airlines (LUV) | 0.0 | $774k | -33% | 27k | 28.88 |
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Texas Instruments Incorporated (TXN) | 0.0 | $772k | 4.5k | 170.46 |
|
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Automatic Data Processing (ADP) | 0.0 | $703k | 3.0k | 232.97 |
|
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Ishares Tr Eafe Grwth Etf (EFG) | 0.0 | $694k | 7.2k | 96.85 |
|
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Stryker Corporation (SYK) | 0.0 | $657k | 2.2k | 299.46 |
|
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Charles River Laboratories (CRL) | 0.0 | $653k | 2.8k | 236.40 |
|
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Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $637k | 2.1k | 303.17 |
|
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Digital Realty Trust (DLR) | 0.0 | $622k | 4.6k | 134.58 |
|
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Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $616k | +5% | 9.8k | 62.66 |
|
Paypal Holdings (PYPL) | 0.0 | $606k | -37% | 9.9k | 61.41 |
|
Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $604k | +25% | 1.7k | 350.91 |
|
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.0 | $589k | +30% | 11k | 53.18 |
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BlackRock (BLK) | 0.0 | $582k | -8% | 717.00 | 811.80 |
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Target Corporation (TGT) | 0.0 | $558k | -8% | 3.9k | 142.42 |
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General Electric Com New (GE) | 0.0 | $557k | 4.4k | 127.63 |
|
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FactSet Research Systems (FDS) | 0.0 | $548k | 1.1k | 477.05 |
|
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Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $540k | +6% | 13k | 42.52 |
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Raytheon Technologies Corp (RTX) | 0.0 | $532k | 6.3k | 84.14 |
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Travelers Companies (TRV) | 0.0 | $521k | 2.7k | 190.49 |
|
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Genuine Parts Company (GPC) | 0.0 | $464k | 3.4k | 138.50 |
|
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Ishares Tr Rus Mid Cap Etf (IWR) | 0.0 | $456k | 5.9k | 77.73 |
|
|
Solaredge Technologies (SEDG) | 0.0 | $449k | 4.8k | 93.60 |
|
|
Shell Spon Ads (SHEL) | 0.0 | $447k | 6.8k | 65.80 |
|
|
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $441k | 7.9k | 56.14 |
|
|
Altria (MO) | 0.0 | $417k | -42% | 10k | 40.34 |
|
Bristol Myers Squibb (BMY) | 0.0 | $402k | -93% | 7.8k | 51.31 |
|
Honeywell International (HON) | 0.0 | $402k | 1.9k | 209.71 |
|
|
American Express Company (AXP) | 0.0 | $393k | +22% | 2.1k | 187.34 |
|
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $343k | -12% | 3.3k | 104.00 |
|
Carrier Global Corporation (CARR) | 0.0 | $332k | 5.8k | 57.45 |
|
|
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH) | 0.0 | $329k | +5% | 17k | 19.10 |
|
3M Company (MMM) | 0.0 | $316k | -6% | 2.9k | 109.32 |
|
Linde SHS (LIN) | 0.0 | $314k | -23% | 765.00 | 410.71 |
|
Rogers Communications CL B (RCI) | 0.0 | $293k | 6.3k | 46.81 |
|
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American Tower Reit (AMT) | 0.0 | $290k | 1.3k | 215.84 |
|
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Camden National Corporation (CAC) | 0.0 | $288k | NEW | 7.6k | 37.63 |
|
Lockheed Martin Corporation (LMT) | 0.0 | $286k | 632.00 | 453.24 |
|
|
Ishares Tr China Lg-cap Etf (FXI) | 0.0 | $286k | 12k | 24.03 |
|
|
Invesco Exch Traded Fd Tr Ii Kbw Prem Yield (KBWY) | 0.0 | $283k | NEW | 14k | 20.18 |
|
Schlumberger Com Stk (SLB) | 0.0 | $272k | 5.2k | 52.04 |
|
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Otis Worldwide Corp (OTIS) | 0.0 | $269k | 3.0k | 89.47 |
|
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Boeing Company (BA) | 0.0 | $268k | NEW | 1.0k | 260.66 |
|
Kroger (KR) | 0.0 | $267k | 5.8k | 45.71 |
|
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Air Products & Chemicals (APD) | 0.0 | $265k | NEW | 969.00 | 273.80 |
|
Invesco Exch Traded Fd Tr Ii S&p 500 Enhncd (SPVU) | 0.0 | $265k | +6% | 6.0k | 44.21 |
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State Street Corporation (STT) | 0.0 | $264k | 3.4k | 77.46 |
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Uber Technologies (UBER) | 0.0 | $236k | NEW | 3.8k | 61.57 |
|
Ge Healthcare Technologies I Common Stock (GEHC) | 0.0 | $228k | -2% | 2.9k | 77.32 |
|
Aon Shs Cl A (AON) | 0.0 | $226k | NEW | 778.00 | 291.02 |
|
TJX Companies (TJX) | 0.0 | $209k | NEW | 2.2k | 93.81 |
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Paychex (PAYX) | 0.0 | $208k | 1.8k | 119.11 |
|
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Ishares Tr Rus 2000 Grw Etf (IWO) | 0.0 | $207k | NEW | 822.00 | 252.22 |
|
Cincinnati Financial Corporation (CINF) | 0.0 | $207k | 2.0k | 103.46 |
|
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Truist Financial Corp equities (TFC) | 0.0 | $203k | NEW | 5.5k | 36.92 |
|
Southwestern Energy Company (SWN) | 0.0 | $127k | 19k | 6.55 |
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Past Filings by Lmcg Investments
SEC 13F filings are viewable for Lmcg Investments going back to 2010
- Lmcg Investments 2023 Q4 filed Feb. 8, 2024
- Lmcg Investments 2023 Q3 filed Nov. 3, 2023
- Lmcg Investments 2023 Q2 filed Aug. 3, 2023
- Lmcg Investments 2023 Q1 filed May 5, 2023
- Lmcg Investments 2022 Q4 filed Feb. 7, 2023
- Lmcg Investments 2022 Q3 filed Nov. 8, 2022
- Lmcg Investments 2022 Q2 filed Aug. 8, 2022
- Lmcg Investments 2022 Q1 filed May 10, 2022
- Lmcg Investments 2015 Q3 filed Nov. 4, 2015
- Lmcg Investments 2015 Q2 filed Aug. 13, 2015
- Lmcg Investments 2015 Q1 filed May 15, 2015
- Lmcg Investments 2014 Q4 filed Feb. 13, 2015
- Lee Munder Capital 2014 Q3 filed Nov. 12, 2014
- Lee Munder Capital 2014 Q2 filed Aug. 11, 2014
- Lee Munder Capital 2014 Q1 filed May 12, 2014
- Lee Munder Capital 2013 Q4 filed Feb. 6, 2014