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
$4.23B
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$77M
2
+$46M
3
+$11.3M
4
DHR icon
Danaher
DHR
+$9.59M
5
AMZN icon
Amazon
AMZN
+$8.72M

Top Sells

1
+$60.3M
2
+$56.3M
3
+$55.3M
4
AAPL icon
Apple
AAPL
+$46M
5
AVGO icon
Broadcom
AVGO
+$33.6M

Sector Composition

1 Technology 35.26%
2 Financials 15.04%
3 Healthcare 13.46%
4 Consumer Discretionary 9.6%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18.2K ﹤0.01%
+140
252
$7.49K ﹤0.01%
+173
253
$5.37K ﹤0.01%
+20
254
$972 ﹤0.01%
+1
255
– –
-18,541
256
– –
-1,066
257
– –
-2,311
258
– –
-48,957
259
– –
-5,485
260
– –
-10,000
261
$0 ﹤0.01%
187,308
-1,119
262
– –
-9,262
263
– –
-4,069
264
– –
-36,300
265
$0 ﹤0.01%
+57,278
266
– –
-7,000
267
$0 ﹤0.01%
217,907
-10,783
268
– –
-7,072
269
– –
-3,230
270
– –
-10,511
271
– –
-3,143
272
– –
-1,083
273
$0 ﹤0.01%
+1,730
274
– –
-25,298
275
$0 ﹤0.01%
32,861
-308
8 9 10
11
12