LGF

LGT Group Foundation Portfolio holdings

AUM $9.17B
1-Year Est. Return 25.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.26B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$48.1M
2
+$42.4M
3
+$31.1M
4
TSLA icon
Tesla
TSLA
+$29.9M
5
BMY icon
Bristol-Myers Squibb
BMY
+$23.2M

Top Sells

1
+$16.9M
2
+$13.1M
3
+$6.14M
4
TROW icon
T. Rowe Price
TROW
+$5.89M
5
B
Barrick Mining
B
+$5.48M

Sector Composition

1 Technology 38.12%
2 Consumer Discretionary 12.98%
3 Financials 12.95%
4 Healthcare 11.1%
5 Communication Services 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.5M 0.04%
+6,399
202
$1.44M 0.03%
42,687
-939
203
$1.39M 0.03%
+10,946
204
$1.27M 0.03%
11,128
+8,125
205
$1.27M 0.03%
80,000
-11,920
206
$1.17M 0.03%
11,643
+981
207
$1.14M 0.03%
33,659
+18,659
208
$1.12M 0.03%
3,400
209
$1.01M 0.02%
15,668
+8,668
210
$974K 0.02%
18,572
+622
211
$949K 0.02%
1,851
+11
212
$948K 0.02%
101,000
213
$878K 0.02%
57,915
+2,385
214
$814K 0.02%
5,540
-27,803
215
$777K 0.02%
17,325
216
$726K 0.02%
+3,109
217
$714K 0.02%
19,364
218
$666K 0.02%
13,970
219
$552K 0.01%
4,414
220
$529K 0.01%
20,270
-12,800
221
$528K 0.01%
1
222
$526K 0.01%
2,424
-617
223
$495K 0.01%
8,200
-15,100
224
$477K 0.01%
2,500
225
$475K 0.01%
+9,000
7 8
9
10 11