LGF

LGT Group Foundation Portfolio holdings

AUM $8.19B
1-Year Est. Return 34.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+34.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$8.73B
AUM Growth
+$749M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$67M
2
+$60.3M
3
+$24.7M
4
LLY icon
Eli Lilly
LLY
+$22.6M
5
MCD icon
McDonald's
MCD
+$18.4M

Top Sells

1
+$30.8M
2
+$21M
3
+$16.5M
4
EFX icon
Equifax
EFX
+$15.2M
5
NYT icon
New York Times
NYT
+$12.9M

Sector Composition

1 Technology 36.58%
2 Financials 16.49%
3 Healthcare 10.82%
4 Communication Services 9.51%
5 Consumer Discretionary 8.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.68M 0.02%
6,234
-168
177
$1.67M 0.02%
6,497
-4,944
178
$1.66M 0.02%
34,716
179
$1.6M 0.02%
31,386
+3,097
180
$1.6M 0.02%
36,532
+2,100
181
$1.59M 0.02%
63,876
+244
182
$1.59M 0.02%
12,598
+1,661
183
$1.55M 0.02%
18,602
+3,945
184
$1.55M 0.02%
+10,068
185
$1.53M 0.02%
17,091
+97
186
$1.41M 0.02%
4,738
-953
187
$1.38M 0.02%
18,806
-4,982
188
$1.38M 0.02%
7,638
+653
189
$1.35M 0.02%
2,816
-450
190
$1.35M 0.02%
20,237
-5,779
191
$1.34M 0.02%
57,195
+14,853
192
$1.34M 0.02%
103,149
+3,089
193
$1.34M 0.02%
40,793
194
$1.28M 0.01%
5,175
195
$1.27M 0.01%
8,803
-955
196
$1.26M 0.01%
9,081
+3,241
197
$1.24M 0.01%
2,711
-1,000
198
$1.23M 0.01%
3,420
+20
199
$1.18M 0.01%
15,667
-2,591
200
$1.15M 0.01%
31,007
+1,556
6 7
8
9 10