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
$4.23B
AUM Growth
-$295M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
282
New
Increased
Reduced
Closed

Top Buys

1
+$77M
2
+$46M
3
+$11.3M
4
DHR icon
Danaher
DHR
+$9.59M
5
AMZN icon
Amazon
AMZN
+$8.72M

Top Sells

1
+$60.3M
2
+$56.3M
3
+$55.3M
4
AAPL icon
Apple
AAPL
+$46M
5
AVGO icon
Broadcom
AVGO
+$33.6M

Sector Composition

1 Technology 35.26%
2 Financials 15.04%
3 Healthcare 13.46%
4 Consumer Discretionary 9.6%
5 Communication Services 8.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$46.1M 1.09%
12,697
-2,284
27
$46M 1.09%
+132,510
28
$41.3M 0.97%
250,093
-54,739
29
$39.4M 0.93%
912,422
+9,325
30
$39.1M 0.92%
214,002
+35,904
31
$39M 0.92%
223,012
-20,388
32
$38.4M 0.91%
50,332
-13,979
33
$37.8M 0.89%
871,137
-4,185
34
$37.7M 0.89%
420,702
-40,540
35
$37.7M 0.89%
72,625
-5,084
36
$36.3M 0.86%
223,930
-20,348
37
$36M 0.85%
43,184
-10,503
38
$36M 0.85%
588,192
+66,940
39
$31.1M 0.73%
73,970
+2,014
40
$25.8M 0.61%
135,220
+3,966
41
$24.8M 0.58%
44,138
+5,159
42
$24.4M 0.58%
138,552
-137,988
43
$23M 0.54%
132,195
-13,090
44
$21.3M 0.5%
293,292
-257,008
45
$20.9M 0.49%
52,376
-35,021
46
$20.7M 0.49%
229,541
-21,376
47
$20.1M 0.47%
724,601
+40,655
48
$19.6M 0.46%
78,603
+38,421
49
$19.5M 0.46%
23,616
-11,214
50
$17.8M 0.42%
51,728
-3,887
1
2
3 4 5