LFM

LGT Fund Management Portfolio holdings

AUM $1.27B
1-Year Est. Return 25.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$218M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
151
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$2.27M
3
+$1.86M
4
IR icon
Ingersoll Rand
IR
+$1.77M
5
SCHW icon
Charles Schwab
SCHW
+$1.57M

Top Sells

1
+$3.91M
2
+$3.8M
3
+$3.65M
4
ZTS icon
Zoetis
ZTS
+$2.59M
5
QCOM icon
Qualcomm
QCOM
+$2.55M

Sector Composition

1 Technology 23.15%
2 Healthcare 14.75%
3 Financials 13.46%
4 Consumer Discretionary 12.09%
5 Communication Services 12.03%
Name Market Value Portfolio Weight Shares or Principal Change
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