LCP

LGT Capital Partners Portfolio holdings

AUM $2.26B
1-Year Est. Return 17.09%
This Quarter Est. Return
1 Year Est. Return
+17.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$425M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1 +$36.2M
2 +$20.6M
3 +$14.6M
4
AAPL icon
Apple
AAPL
+$14.2M
5
TEVA icon
Teva Pharmaceuticals
TEVA
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 15.98%
2 Healthcare 12.76%
3 Financials 7.7%
4 Industrials 6.91%
5 Communication Services 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$892K 0.21%
+14,610
52
$849K 0.2%
+64,200
53
$806K 0.19%
+32,600
54
$747K 0.18%
+33,000
55
$640K 0.15%
+7,470
56
$635K 0.15%
+17,500
57
$622K 0.15%
+10,000
58
$592K 0.14%
+28,850
59
$584K 0.14%
+11,000
60
$544K 0.13%
+3,138
61
$369K 0.09%
+14,000
62
$362K 0.09%
+10,840
63
$321K 0.08%
+6,200
64
$300K 0.07%
+12,000