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LCP

LGT Capital Partners Portfolio holdings

AUM $1.88B
1-Year Est. Return 20.37%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.06B
AUM Growth
-$199M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$64.6M
2
+$62.1M
3
+$44.2M
4
PANW icon
Palo Alto Networks
PANW
+$27.7M
5
ISRG icon
Intuitive Surgical
ISRG
+$21.5M

Top Sells

1
+$73.6M
2
+$73.1M
3
+$62.9M
4
BN icon
Brookfield
BN
+$45.7M
5
APO icon
Apollo Global Management
APO
+$41.4M

Sector Composition

1 Technology 40.52%
2 Healthcare 16.41%
3 Financials 12.5%
4 Communication Services 9.28%
5 Consumer Discretionary 8.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-2,310
52
– –
-21,960
53
– –
-336,500
1 2
3