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
$3.48B
AUM Growth
+$284M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
268
New
Increased
Reduced
Closed

Top Buys

1
+$9.03M
2
+$8.52M
3
+$7.03M
4
SCHW icon
Charles Schwab
SCHW
+$6.11M
5
QCOM icon
Qualcomm
QCOM
+$6.07M

Top Sells

1
+$15.8M
2
+$10.6M
3
+$9.79M
4
AMD icon
Advanced Micro Devices
AMD
+$7.06M
5
GS icon
Goldman Sachs
GS
+$6.61M

Sector Composition

1 Technology 38.14%
2 Healthcare 13.17%
3 Financials 12.5%
4 Consumer Discretionary 10.3%
5 Communication Services 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$2.99M 0.09%
43,881
+13,095
177
$2.98M 0.09%
77,168
-35,581
178
$2.9M 0.08%
102,899
-1,800
179
$2.84M 0.08%
34,255
-47,668
180
$2.71M 0.08%
52,353
+1,353
181
$2.69M 0.08%
73,690
+18,339
182
$2.66M 0.08%
38,670
+16,345
183
$2.63M 0.08%
+163,970
184
$2.59M 0.07%
+8,836
185
$2.57M 0.07%
+8,380
186
$2.55M 0.07%
29,051
-12,245
187
$2.54M 0.07%
17,315
+2,550
188
$2.49M 0.07%
219,426
+156,576
189
$2.46M 0.07%
6,226
+680
190
$2.34M 0.07%
48,855
-4,131
191
$2.33M 0.07%
125,677
-21,100
192
$2.14M 0.06%
25,354
-455
193
$2.02M 0.06%
68,843
-29,797
194
$1.98M 0.06%
12,449
-2,384
195
$1.97M 0.06%
52,689
+3,600
196
$1.95M 0.06%
11,774
+1,296
197
$1.93M 0.06%
8,653
-4,231
198
$1.87M 0.05%
24,546
-6,818
199
$1.83M 0.05%
91,024
-1,235
200
$1.83M 0.05%
7,514
6 7
8
9 10