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
$3.52B
AUM Growth
-$242M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$108M
2 +$70.2M
3 +$51.4M
4
MTB icon
M&T Bank
MTB
+$50.8M
5
UNH icon
UnitedHealth
UNH
+$42M

Top Sells

1 +$165M
2 +$62.1M
3 +$58.5M
4
AU icon
AngloGold Ashanti
AU
+$52.6M
5
QDEL icon
QuidelOrtho
QDEL
+$47.4M

Sector Composition

1 Technology 26.54%
2 Financials 16.36%
3 Healthcare 16.34%
4 Consumer Staples 13.35%
5 Communication Services 11.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-353,400