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
76
$12.8M 0.33%
+146,088
77
$12.5M 0.32%
+122,911
78
$12.4M 0.32%
+105,711
79
$11.9M 0.31%
+40,644
80
$11.3M 0.29%
+181,295
81
$11.1M 0.29%
+39,228
82
$11.1M 0.29%
+229,467
83
$10.9M 0.28%
+16,501
84
$10.9M 0.28%
+155,220
85
$10.9M 0.28%
+1,040,534
86
$10.6M 0.27%
+65,872
87
$10.6M 0.27%
+88,954
88
$10.5M 0.27%
+136,578
89
$10.4M 0.27%
+72,477
90
$9.94M 0.26%
+111,845
91
$9.93M 0.26%
+198,143
92
$9.83M 0.25%
+112,694
93
$9.8M 0.25%
+86,778
94
$9.7M 0.25%
+70,370
95
$9.43M 0.24%
+121,666
96
$9.33M 0.24%
+23,896
97
$9.04M 0.23%
+66,794
98
$9M 0.23%
+47,718
99
$8.05M 0.21%
+453,353
100
$8.01M 0.21%
+31,789
2 3
4
5 6