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
201
$1.15M 0.03%
+23,300
202
$1.12M 0.03%
+8,620
203
$1.08M 0.03%
+3,555
204
$1.05M 0.03%
+6,382
205
$1.04M 0.03%
+11,350
206
$1.02M 0.03%
+3,400
207
$967K 0.02%
+12,150
208
$924K 0.02%
+1,840
209
$918K 0.02%
+10,662
210
$882K 0.02%
+33,070
211
$879K 0.02%
+16,005
212
$832K 0.02%
+17,950
213
$809K 0.02%
+101,000
214
$794K 0.02%
+6,000
215
$776K 0.02%
+3,041
216
$705K 0.02%
+4,000
217
$703K 0.02%
+13,970
218
$698K 0.02%
+55,530
219
$691K 0.02%
+19,364
220
$634K 0.02%
+17,325
221
$630K 0.02%
+4,414
222
$615K 0.02%
+1,793
223
$613K 0.02%
+3,974
224
$545K 0.01%
+7,804
225
$513K 0.01%
+4,763
7 8
9
10 11