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
151
$3.38M 0.09%
+55,809
152
$3.34M 0.09%
+85,554
153
$3.27M 0.08%
+62,685
154
$3.25M 0.08%
+8,494
155
$3.25M 0.08%
+205,521
156
$3.19M 0.08%
+29,014
157
$3.17M 0.08%
+33,400
158
$3.08M 0.08%
+13,146
159
$2.98M 0.08%
+62,066
160
$2.95M 0.08%
+4,426
161
$2.9M 0.07%
+55,640
162
$2.81M 0.07%
+31,788
163
$2.79M 0.07%
+15,383
164
$2.69M 0.07%
+14,265
165
$2.67M 0.07%
+16,318
166
$2.67M 0.07%
+12,905
167
$2.63M 0.07%
+76,788
168
$2.63M 0.07%
+26,376
169
$2.59M 0.07%
+48,640
170
$2.58M 0.07%
+10,000
171
$2.58M 0.07%
+25,030
172
$2.58M 0.07%
+111,661
173
$2.58M 0.07%
+42,304
174
$2.56M 0.07%
+37,009
175
$2.55M 0.07%
+71,145
5 6
7
8 9