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
251
$271K 0.01%
+5,000
252
$267K 0.01%
+8,920
253
$265K 0.01%
+3,450
254
$261K 0.01%
+10,447
255
$258K 0.01%
+9,835
256
$246K 0.01%
+2,386
257
$242K 0.01%
+1,172
258
$238K 0.01%
+3,310
259
$237K 0.01%
+2,545
260
$232K 0.01%
+2,092
261
$224K 0.01%
+1,300
262
$222K 0.01%
+2,887
263
$221K 0.01%
+1,600
264
$210K 0.01%
+2,900
265
$209K 0.01%
+6,925
266
$203K 0.01%
+34,825
267
$200K 0.01%
+1,095
268
$189K ﹤0.01%
+11,996
269
$177K ﹤0.01%
+10,000
270
$153K ﹤0.01%
+49,150
271
$138K ﹤0.01%
+32,761
272
$130K ﹤0.01%
+18,750
273
$122K ﹤0.01%
+10,000
274
$118K ﹤0.01%
+28,571
275
$113K ﹤0.01%
+10,110
8 9 10
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