LGF

LGT Group Foundation Portfolio holdings

AUM $8.73B
1-Year Est. Return 24.17%
This Quarter Est. Return
1 Year Est. Return
+24.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.13B
AUM Growth
+$648M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$38.4M
2
+$36.7M
3
+$24.8M
4
PEP icon
PepsiCo
PEP
+$24.7M
5
ADI icon
Analog Devices
ADI
+$23.7M

Top Sells

1
+$16.3M
2
+$15.4M
3
+$14.4M
4
RF icon
Regions Financial
RF
+$13.5M
5
AVGO icon
Broadcom
AVGO
+$13.2M

Sector Composition

1 Technology 37.16%
2 Healthcare 14.35%
3 Financials 12.83%
4 Consumer Discretionary 10.36%
5 Communication Services 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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