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
51
$17.2M 0.44%
+99,290
52
$16.9M 0.44%
+74,005
53
$16.9M 0.44%
+75,547
54
$16.8M 0.43%
+83,285
55
$16.7M 0.43%
+139,367
56
$16.5M 0.43%
+51,359
57
$16.4M 0.42%
+24,252
58
$16M 0.41%
+287,247
59
$15.9M 0.41%
+59,466
60
$15.9M 0.41%
+84,458
61
$15.3M 0.4%
+297,679
62
$15.3M 0.39%
+44,358
63
$15M 0.39%
+93,866
64
$15M 0.39%
+55,058
65
$14.8M 0.38%
+60,507
66
$14.3M 0.37%
+26,607
67
$14.3M 0.37%
+166,529
68
$14.2M 0.37%
+72,378
69
$14.2M 0.37%
+91,550
70
$13.7M 0.35%
+114,188
71
$13.7M 0.35%
+66,777
72
$13.6M 0.35%
+87,097
73
$13.5M 0.35%
+749,112
74
$13.2M 0.34%
+52,072
75
$13.1M 0.34%
+36,502
1 2
3
4 5