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
126
$4.61M 0.12%
+50,148
127
$4.6M 0.12%
+110,144
128
$4.57M 0.12%
+97,110
129
$4.5M 0.12%
+17,533
130
$4.44M 0.11%
+34,994
131
$4.44M 0.11%
+32,454
132
$4.44M 0.11%
+66,967
133
$4.41M 0.11%
+117,033
134
$4.39M 0.11%
+25,400
135
$4.33M 0.11%
+26,489
136
$4.32M 0.11%
+24,257
137
$4.19M 0.11%
+12,383
138
$4M 0.1%
+39,258
139
$3.93M 0.1%
+67,056
140
$3.81M 0.1%
+17,013
141
$3.75M 0.1%
+299,418
142
$3.75M 0.1%
+40,165
143
$3.71M 0.1%
+11,663
144
$3.67M 0.09%
+45,385
145
$3.66M 0.09%
+49,048
146
$3.63M 0.09%
+14,584
147
$3.54M 0.09%
+38,352
148
$3.53M 0.09%
+7,472
149
$3.44M 0.09%
+30,784
150
$3.39M 0.09%
+19,477
4 5
6
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