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
276
$89K ﹤0.01%
+14,294
277
$87K ﹤0.01%
+11,325
278
$73K ﹤0.01%
+101,000
279
$53K ﹤0.01%
+13,450