LFM

LGT Fund Management Portfolio holdings

AUM $2.3B
1-Year Est. Return 23.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.3B
AUM Growth
+$1.04B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
276
New
Increased
Reduced
Closed

Top Buys

1 +$90.1M
2 +$84.9M
3 +$81.9M
4
MSFT icon
Microsoft
MSFT
+$81.5M
5
AVGO icon
Broadcom
AVGO
+$63.6M

Top Sells

1 +$16.5M
2 +$13.4M
3 +$10.1M
4
TTE icon
TotalEnergies
TTE
+$8.13M
5
MCO icon
Moody's
MCO
+$7.68M

Sector Composition

1 Technology 33.04%
2 Financials 14.63%
3 Communication Services 11.76%
4 Healthcare 11.55%
5 Consumer Discretionary 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AAUC
276
Allied Gold Corp
AAUC
$3.25B
-20,000