LCP

LGT Capital Partners Portfolio holdings

AUM $2.06B
1-Year Est. Return 20.59%
This Quarter Est. Return
1 Year Est. Return
+20.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$352M
AUM Growth
-$36.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.34M
3
+$5.1M
4
CL icon
Colgate-Palmolive
CL
+$5.07M
5
BCE icon
BCE
BCE
+$4.88M

Top Sells

1
+$19.3M
2
+$19.1M
3
+$7.39M
4
F icon
Ford
F
+$7.39M
5
UNH icon
UnitedHealth
UNH
+$5.91M

Sector Composition

1 Financials 13.66%
2 Consumer Staples 13.02%
3 Technology 12.03%
4 Communication Services 11.82%
5 Real Estate 11.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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