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
101
$7.89M 0.2%
+110,282
102
$7.64M 0.2%
+65,866
103
$7.55M 0.19%
+122,121
104
$7.42M 0.19%
+44,473
105
$7.37M 0.19%
+5,466
106
$6.51M 0.17%
+41,359
107
$6.49M 0.17%
+49,314
108
$6.25M 0.16%
+328,552
109
$6.19M 0.16%
+99,859
110
$6.1M 0.16%
+33,343
111
$5.98M 0.15%
+8,951
112
$5.95M 0.15%
+60,626
113
$5.93M 0.15%
+92,307
114
$5.79M 0.15%
+233,019
115
$5.66M 0.15%
+21,493
116
$5.59M 0.14%
+37,540
117
$5.42M 0.14%
+14,217
118
$5.39M 0.14%
+58,110
119
$5.32M 0.14%
+26,202
120
$5.21M 0.13%
+881
121
$5.18M 0.13%
+278,665
122
$4.99M 0.13%
+68,677
123
$4.97M 0.13%
+72,806
124
$4.97M 0.13%
+37,201
125
$4.94M 0.13%
+73,079
3 4
5
6 7