LGF

LGT Group Foundation Portfolio holdings

AUM $8.19B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.73B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$60.3M
3
+$24.7M
4
LLY icon
Eli Lilly
LLY
+$22.6M
5
MCD icon
McDonald's
MCD
+$18.4M

Top Sells

1
+$30.8M
2
+$21M
3
+$16.5M
4
EFX icon
Equifax
EFX
+$15.2M
5
NYT icon
New York Times
NYT
+$12.9M

Sector Composition

1 Technology 36.58%
2 Financials 16.49%
3 Healthcare 10.82%
4 Communication Services 9.51%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$305K ﹤0.01%
2,458
-212
252
$304K ﹤0.01%
3,690
253
$303K ﹤0.01%
21,345
254
$297K ﹤0.01%
5,000
255
$287K ﹤0.01%
3,558
256
$277K ﹤0.01%
1,357
257
$272K ﹤0.01%
25,690
258
$263K ﹤0.01%
+1,180
259
$260K ﹤0.01%
2,000
260
$257K ﹤0.01%
880
-3,214
261
$257K ﹤0.01%
3,585
262
$245K ﹤0.01%
1,075
263
$243K ﹤0.01%
+3,600
264
$242K ﹤0.01%
4,865
265
$240K ﹤0.01%
91,090
266
$235K ﹤0.01%
30,152
267
$230K ﹤0.01%
8,975
+175
268
$227K ﹤0.01%
5,500
269
$226K ﹤0.01%
7,400
270
$222K ﹤0.01%
+1,843
271
$222K ﹤0.01%
+2,631
272
$219K ﹤0.01%
+8,000
273
$218K ﹤0.01%
+1,000
274
$216K ﹤0.01%
17,565
275
$214K ﹤0.01%
824
9 10
11
12 13