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
201
$1.82M 0.05%
11,129
+86
202
$1.79M 0.05%
56,617
-21,346
203
$1.74M 0.05%
15,606
-1,302
204
$1.72M 0.05%
33,232
+13,811
205
$1.71M 0.05%
12,169
-860
206
$1.7M 0.05%
22,861
+11,997
207
$1.66M 0.05%
16,244
-27
208
$1.65M 0.05%
20,695
209
$1.62M 0.05%
54,090
-65,643
210
$1.57M 0.05%
7,039
+310
211
$1.54M 0.04%
45,200
-2,200
212
$1.49M 0.04%
42,480
-26,000
213
$1.46M 0.04%
129,863
-1,837
214
$1.38M 0.04%
6,024
+344
215
$1.36M 0.04%
22,965
-189
216
$1.32M 0.04%
19,246
-13,086
217
$1.22M 0.04%
17,068
218
$1.18M 0.03%
3,727
+327
219
$1.12M 0.03%
24,490
-730
220
$1.08M 0.03%
31,515
+24,590
221
$977K 0.03%
36,275
222
$897K 0.03%
4,485
223
$889K 0.03%
95,500
-7,524
224
$807K 0.02%
64,436
-35,507
225
$799K 0.02%
11,021
-17,880
7 8
9
10 11