LGF
LGT Group Foundation Portfolio holdings
AUM
$8.73B
1-Year Est. Return
24.17%
1 Year Est. Return
+24.17%
AUM
$7.98B
AUM Growth
+$726M
(+10%)
Holding
309
Top Buys
| 1 | +$87M | |
| 2 | +$42.3M | |
| 3 | +$39.2M | |
| 4 |
Coca-Cola
KO
|
+$29.6M |
| 5 |
Eli Lilly
LLY
|
+$23.5M |
Top Sells
| 1 | +$55.3M | |
| 2 | +$51.1M | |
| 3 | +$40.2M | |
| 4 |
Amazon
AMZN
|
+$34.5M |
| 5 |
Bank of New York Mellon
BK
|
+$32.9M |
Sector Composition
| 1 | Technology | 37.17% |
| 2 | Financials | 16.95% |
| 3 | Healthcare | 10.75% |
| 4 | Consumer Discretionary | 9.41% |
| 5 | Communication Services | 8.12% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
301
ScottsMiracle-Gro
SMG
$3.35B
| – | – |
-12,169
|
|
||
302
Under Armour
UAA
$2.18B
| – | – |
-11,200
|
|
||
303
YPF
YPF
$14.2B
| – | – |
-6,800
|
|
||
304
Roku
ROKU
$16.4B
| – | – |
-3,481
|
|
||
305
Monolithic Power Systems
MPWR
$44.3B
| – | – |
-9,045
|
|
||
306
MSC Industrial Direct
MSM
$4.81B
| – | – |
-123,944
|
|
||
307
Nektar Therapeutics
NKTR
$852M
| – | – |
-750
|
|
||
308
Snap-on
SNA
$18.2B
| – | – |
-1,402
|
|
||
309
Texas Pacific Land
TPL
$20.2B
| – | – |
-531
|
|