LGF
LGT Group Foundation Portfolio holdings
AUM
$9.17B
1-Year Est. Return
25.87%
This Fund
S&P 500
1 Year Est. Return
+25.87%
AUM
$8.73B
AUM Growth
+$749M
(+9.4%)
Holding
301
Top Buys
| 1 | +$67M | |
| 2 | +$60.3M | |
| 3 | +$24.7M | |
| 4 |
Eli Lilly
LLY
|
+$22.6M |
| 5 |
McDonald's
MCD
|
+$18.4M |
Top Sells
| 1 | +$30.8M | |
| 2 | +$21M | |
| 3 | +$16.5M | |
| 4 |
Equifax
EFX
|
+$15.2M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
301
Molson Coors Class B
TAP
$7.76B
| – | – |
-4,225
|
|