LCP

LGT Capital Partners Portfolio holdings

AUM $2.02B
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.88B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$37.9M
2
+$35.6M
3
+$30M
4
AZO icon
AutoZone
AZO
+$20.1M
5
PCAR icon
PACCAR
PCAR
+$13.6M

Top Sells

1
+$51.2M
2
+$37.5M
3
+$34.9M
4
UNH icon
UnitedHealth
UNH
+$34.5M
5
MSFT icon
Microsoft
MSFT
+$31.6M

Sector Composition

1 Technology 30.11%
2 Financials 19.32%
3 Healthcare 18.09%
4 Consumer Discretionary 10.97%
5 Communication Services 10.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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