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
$235M
AUM Growth
+$3.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1 +$3.24M
2 +$3M
3 +$2.72M
4
QCOM icon
Qualcomm
QCOM
+$2.55M
5
NVDA icon
NVIDIA
NVDA
+$2.36M

Top Sells

1 +$7.21M
2 +$6.08M
3 +$4.73M
4
KO icon
Coca-Cola
KO
+$4.34M
5
HSY icon
Hershey
HSY
+$3.24M

Sector Composition

1 Technology 26.62%
2 Healthcare 13.43%
3 Financials 13.06%
4 Consumer Discretionary 12.63%
5 Communication Services 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-20,000
152
-3,395