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
26
$33.2M 0.85%
+120,084
27
$30.6M 0.79%
+12,747
28
$26.6M 0.69%
+162,604
29
$25.8M 0.66%
+166,306
30
$25.1M 0.65%
+67,774
31
$24.9M 0.64%
+421,773
32
$24.3M 0.63%
+145,637
33
$24.2M 0.62%
+465,738
34
$24.2M 0.62%
+112,888
35
$23.6M 0.61%
+39,255
36
$22.3M 0.57%
+239,911
37
$22.2M 0.57%
+61,846
38
$22M 0.57%
+364,394
39
$21.7M 0.56%
+58,242
40
$21.2M 0.55%
+94,190
41
$20.8M 0.54%
+243,343
42
$20.4M 0.53%
+197,118
43
$19.6M 0.5%
+29,800
44
$19.1M 0.49%
+398,784
45
$18.4M 0.48%
+21,798
46
$18.3M 0.47%
+121,207
47
$17.8M 0.46%
+38,406
48
$17.7M 0.46%
+151,575
49
$17.3M 0.45%
+35,131
50
$17.3M 0.44%
+59,174
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2
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