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
151
$3.26M 0.08%
14,139
-12,150
152
$3.2M 0.08%
83,668
+4,022
153
$3.19M 0.08%
20,712
-14,549
154
$3.19M 0.08%
22,790
-1,278
155
$3M 0.07%
7,185
+764
156
$2.97M 0.07%
33,904
-39,274
157
$2.95M 0.07%
57,146
-70,448
158
$2.73M 0.06%
16,879
-21,519
159
$2.73M 0.06%
8,755
-10,505
160
$2.69M 0.06%
23,109
-21,508
161
$2.67M 0.06%
6,121
-7,769
162
$2.61M 0.06%
29,585
-73,312
163
$2.57M 0.06%
15,765
-17,467
164
$2.56M 0.06%
9,092
-1,731
165
$2.46M 0.06%
62,416
+8,745
166
$2.33M 0.06%
6,350
-500
167
$2.2M 0.05%
14,415
-174,039
168
$2.09M 0.05%
15,835
-13,801
169
$2.01M 0.05%
27,404
-2,138
170
$1.93M 0.05%
24,203
+736
171
$1.88M 0.04%
10,322
-1,943
172
$1.85M 0.04%
3,179
+260
173
$1.84M 0.04%
8,635
174
$1.82M 0.04%
38,773
-43,731
175
$1.81M 0.04%
19,191
+4,000
5 6
7
8 9