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
176
$2.48M 0.06%
+17,643
177
$2.44M 0.06%
+4,298
178
$2.43M 0.06%
+56,523
179
$2.35M 0.06%
+56,918
180
$2.32M 0.06%
+59,881
181
$2.3M 0.06%
+49,565
182
$2.18M 0.06%
+73,300
183
$2.15M 0.06%
+8,302
184
$2.13M 0.05%
+34,000
185
$2.12M 0.05%
+13,581
186
$2.08M 0.05%
+91,078
187
$2.07M 0.05%
+35,139
188
$2.04M 0.05%
+58,500
189
$1.95M 0.05%
+16,831
190
$1.95M 0.05%
+22,344
191
$1.85M 0.05%
+8,937
192
$1.85M 0.05%
+7,494
193
$1.81M 0.05%
+40,000
194
$1.79M 0.05%
+45,500
195
$1.75M 0.05%
+28,660
196
$1.67M 0.04%
+33,854
197
$1.58M 0.04%
+31,277
198
$1.57M 0.04%
+91,920
199
$1.35M 0.03%
+43,626
200
$1.19M 0.03%
+1,800
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