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
$342M
AUM Growth
-$9.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$8.51M
2 +$5.82M
3 +$5.17M
4
ORCL icon
Oracle
ORCL
+$4.73M
5
BIIB icon
Biogen
BIIB
+$4.23M

Top Sells

1 +$10.4M
2 +$7.39M
3 +$6.66M
4
RCI icon
Rogers Communications
RCI
+$6.32M
5
KMB icon
Kimberly-Clark
KMB
+$5.4M

Sector Composition

1 Technology 14.58%
2 Financials 13.18%
3 Consumer Staples 12.03%
4 Real Estate 10.51%
5 Healthcare 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-3,000
52
-139,290
53
-178,000
54
-20,000