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
$2.88B
AUM Growth
-$59.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$39.7M
2
+$39M
3
+$33.3M
4
AZO icon
AutoZone
AZO
+$20.7M
5
PCAR icon
PACCAR
PCAR
+$13.7M

Top Sells

1
+$58.2M
2
+$39.5M
3
+$37.8M
4
UNH icon
UnitedHealth
UNH
+$35.7M
5
MSFT icon
Microsoft
MSFT
+$31.8M

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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