LGF

LGT Group Foundation Portfolio holdings

AUM $7.98B
1-Year Est. Return 20.37%
This Quarter Est. Return
1 Year Est. Return
+20.37%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.88B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$321M
2
+$315M
3
+$183M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$169M
5
JPM icon
JPMorgan Chase
JPM
+$113M

Top Sells

No sells this quarter

Sector Composition

1 Technology 37.83%
2 Financials 13.44%
3 Consumer Discretionary 13.11%
4 Healthcare 10.52%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$504K 0.01%
+2,500
227
$484K 0.01%
+8,300
228
$483K 0.01%
+8,000
229
$476K 0.01%
+1,215
230
$472K 0.01%
+13,086
231
$465K 0.01%
+1,741
232
$451K 0.01%
+1
233
$397K 0.01%
+7,000
234
$391K 0.01%
+15,000
235
$390K 0.01%
+57,000
236
$375K 0.01%
+2,346
237
$359K 0.01%
+2,676
238
$359K 0.01%
+3,003
239
$350K 0.01%
+17,385
240
$347K 0.01%
+2,428
241
$345K 0.01%
+3,885
242
$332K 0.01%
+7,868
243
$332K 0.01%
+3,567
244
$323K 0.01%
+18,200
245
$321K 0.01%
+5,958
246
$313K 0.01%
+2,485
247
$307K 0.01%
+9,700
248
$288K 0.01%
+1,115
249
$284K 0.01%
+5,000
250
$282K 0.01%
+6,733
8 9
10
11 12