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
$8.73B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1 +$76M
2 +$58.1M
3 +$25.1M
4
SPGI icon
S&P Global
SPGI
+$22.2M
5
ABBV icon
AbbVie
ABBV
+$18.5M

Top Sells

1 +$35.1M
2 +$24.7M
3 +$15.4M
4
ICE icon
Intercontinental Exchange
ICE
+$15M
5
NYT icon
New York Times
NYT
+$12.6M

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
SNDK
301
Sandisk
SNDK
$30.1B
-13,484