LFM

LGT Fund Management Portfolio holdings

AUM $1.14B
1-Year Est. Return 24.1%
This Quarter Est. Return
1 Year Est. Return
+24.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$964M
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$10.7M
2 +$10.6M
3 +$10.1M
4
MSFT icon
Microsoft
MSFT
+$8.03M
5
AMZN icon
Amazon
AMZN
+$7.76M

Top Sells

1 +$15.1M
2 +$4.83M
3 +$4.71M
4
AVGO icon
Broadcom
AVGO
+$4.28M
5
CMCSA icon
Comcast
CMCSA
+$2.78M

Sector Composition

1 Technology 25.48%
2 Financials 19.36%
3 Healthcare 13.58%
4 Consumer Discretionary 11.44%
5 Communication Services 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-3,300
227
-19,234