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
$2.57B
AUM Growth
-$716M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$6.38M
3
+$5.92M
4
GS icon
Goldman Sachs
GS
+$5.1M
5
MRK icon
Merck
MRK
+$4.99M

Top Sells

1
+$57.6M
2
+$51.3M
3
+$31.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$29.1M
5
AMZN icon
Amazon
AMZN
+$20.7M

Sector Composition

1 Technology 33.46%
2 Healthcare 14.73%
3 Financials 13.78%
4 Consumer Discretionary 11.39%
5 Communication Services 7.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$13M 0.51%
328,224
-3,168
52
$12.4M 0.48%
136,889
+1,557
53
$12M 0.47%
48,979
+2,979
54
$11.7M 0.46%
29,212
+1,116
55
$11.6M 0.45%
42,858
-14,083
56
$11.5M 0.45%
277,037
-125,035
57
$11.4M 0.44%
264,099
-267,111
58
$11.4M 0.44%
102,143
+3,093
59
$10.8M 0.42%
131,468
-77,464
60
$10.3M 0.4%
163,188
+10,694
61
$10.3M 0.4%
71,615
+7,455
62
$10.1M 0.39%
118,532
-116
63
$9.9M 0.39%
66,802
-24,038
64
$9.72M 0.38%
51,838
-46,399
65
$9.54M 0.37%
57,857
-28,087
66
$9.34M 0.36%
636,524
+26,100
67
$9.33M 0.36%
52,354
+23,272
68
$8.99M 0.35%
38,951
-15,480
69
$8.93M 0.35%
30,475
+17,408
70
$8.8M 0.34%
128,429
-3,458
71
$8.77M 0.34%
94,948
-52,153
72
$8.75M 0.34%
105,247
-69,139
73
$8.69M 0.34%
35,725
+6,222
74
$8.59M 0.33%
130,610
+6,233
75
$8.54M 0.33%
39,553
-5,681
1 2
3
4 5