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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
$4.26B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$42.4M
3
+$31.1M
4
TSLA icon
Tesla
TSLA
+$29.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$23.2M

Top Sells

1
+$16.9M
2
+$13.1M
3
+$6.14M
4
TROW icon
T. Rowe Price
TROW
+$5.89M
5
B
Barrick Mining
B
+$5.48M

Sector Composition

1 Technology 38.12%
2 Consumer Discretionary 12.98%
3 Financials 12.95%
4 Healthcare 11.1%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$98K ﹤0.01%
11,325
277
$80K ﹤0.01%
14,294
278
$63K ﹤0.01%
13,450
279
– –
-6,382
280
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-49,048
281
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-7,868
282
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-7,804
283
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-49,565
284
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-2,092
285
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-8,000
286
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-101,000
287
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-59,881
288
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-1,800
289
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-6,733
290
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-1,172
291
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292
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293
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-9,835
294
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-6,000
295
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296
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297
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-8,300
298
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299
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300
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-2,386
9 10 11
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