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

Top Buys

1 +$111M
2 +$63.6M
3 +$49.5M
4
MTB icon
M&T Bank
MTB
+$48.8M
5
UNH icon
UnitedHealth
UNH
+$44.4M

Top Sells

1 +$165M
2 +$72.9M
3 +$62.1M
4
AU icon
AngloGold Ashanti
AU
+$57.4M
5
QDEL icon
QuidelOrtho
QDEL
+$50.1M

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