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
51
$17.7M 0.42%
49,750
-8,464
52
$17.3M 0.41%
23,614
-5,549
53
$16.9M 0.4%
339,240
+23,522
54
$16.7M 0.39%
55,600
-10,311
55
$16.2M 0.38%
61,658
+657
56
$15.6M 0.37%
29,901
-1,966
57
$15.6M 0.37%
67,207
+8,476
58
$15.3M 0.36%
242,722
-102,707
59
$15.3M 0.36%
47,590
-27,045
60
$15.1M 0.36%
261,267
+34,452
61
$15.1M 0.36%
276,886
-50,150
62
$15.1M 0.36%
143,454
-148,766
63
$15M 0.35%
252,361
+18,078
64
$14.6M 0.35%
208,983
+4,091
65
$14.6M 0.34%
119,168
-72,351
66
$14.6M 0.34%
182,781
+4,204
67
$14.4M 0.34%
91,092
+50
68
$13.7M 0.32%
67,971
-33,677
69
$13.5M 0.32%
74,863
-113,649
70
$12.7M 0.3%
51,485
+933
71
$12.4M 0.29%
60,095
-35,739
72
$12.3M 0.29%
108,807
-133,040
73
$12M 0.28%
124,729
+65,492
74
$11.9M 0.28%
158,191
+24,298
75
$11.9M 0.28%
92,954
+4,799
1 2
3
4 5