Lgt Capital Partners as of June 30, 2019
Portfolio Holdings for Lgt Capital Partners
Lgt Capital Partners holds 72 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Alphabet Inc Class A cs (GOOGL) | 7.4 | $101M | 93k | 1082.80 | |
UnitedHealth (UNH) | 5.4 | $74M | 303k | 244.01 | |
Estee Lauder Companies (EL) | 4.9 | $66M | 362k | 183.11 | |
Cerner Corporation | 4.6 | $63M | 855k | 73.30 | |
Akamai Technologies (AKAM) | 3.9 | $53M | 662k | 80.14 | |
Colgate-Palmolive Company (CL) | 3.5 | $48M | 665k | 71.67 | |
Newmont Mining Corporation (NEM) | 3.5 | $47M | 1.2M | 38.47 | |
Stryker Corporation (SYK) | 3.0 | $41M | 198k | 205.58 | |
Microsoft Corporation (MSFT) | 2.9 | $40M | 298k | 133.96 | |
Pepsi (PEP) | 2.6 | $35M | 270k | 131.13 | |
Affiliated Managers (AMG) | 2.5 | $34M | 367k | 92.14 | |
Blackstone | 2.4 | $32M | 730k | 44.42 | |
Key (KEY) | 2.3 | $32M | 1.8M | 17.75 | |
Kkr & Co (KKR) | 2.3 | $31M | 1.2M | 25.27 | |
Ross Stores (ROST) | 2.3 | $31M | 316k | 99.12 | |
Ares Capital Corporation (ARCC) | 2.2 | $31M | 1.7M | 17.94 | |
Morgan Stanley (MS) | 2.2 | $30M | 689k | 43.81 | |
AngloGold Ashanti | 2.0 | $28M | 1.6M | 17.81 | |
Delta Air Lines (DAL) | 2.0 | $27M | 473k | 56.75 | |
Oracle Corporation (ORCL) | 1.8 | $24M | 428k | 56.97 | |
Apollo Global Management 'a' | 1.7 | $23M | 675k | 34.30 | |
Starbucks Corporation (SBUX) | 1.7 | $23M | 274k | 83.83 | |
Cognizant Technology Solutions (CTSH) | 1.7 | $23M | 359k | 63.39 | |
Ambev Sa- (ABEV) | 1.6 | $22M | 4.8M | 4.67 | |
Tupperware Brands Corporation | 1.6 | $22M | 1.1M | 19.03 | |
Metropcs Communications (TMUS) | 1.6 | $21M | 283k | 74.14 | |
Capital One Financial (COF) | 1.5 | $20M | 222k | 90.74 | |
Brookfield Asset Management | 1.4 | $19M | 402k | 47.95 | |
Johnson & Johnson (JNJ) | 1.3 | $18M | 129k | 139.28 | |
Coca-Cola Company (KO) | 1.2 | $17M | 333k | 50.92 | |
M&T Bank Corporation (MTB) | 1.2 | $17M | 100k | 170.07 | |
Intercontinental Exchange (ICE) | 1.2 | $17M | 198k | 85.94 | |
Mondelez Int (MDLZ) | 1.2 | $17M | 311k | 53.90 | |
Hasbro (HAS) | 1.2 | $16M | 150k | 105.68 | |
Intuit (INTU) | 1.1 | $16M | 59k | 261.33 | |
Agilent Technologies Inc C ommon (A) | 1.1 | $15M | 204k | 74.67 | |
Algonquin Power & Utilities equs (AQN) | 1.1 | $15M | 1.2M | 12.15 | |
Valero Energy Corporation (VLO) | 1.0 | $13M | 156k | 85.61 | |
Pennantpark Floating Rate Capi (PFLT) | 0.9 | $13M | 1.1M | 11.56 | |
Tpg Specialty Lnding Inc equity | 0.8 | $11M | 550k | 19.60 | |
Carlyle Group | 0.7 | $9.6M | 425k | 22.61 | |
American Water Works (AWK) | 0.7 | $9.3M | 80k | 116.00 | |
Tiffany & Co. | 0.6 | $8.2M | 88k | 93.56 | |
Halliburton Company (HAL) | 0.6 | $7.5M | 329k | 22.74 | |
Host Hotels & Resorts (HST) | 0.5 | $6.2M | 343k | 18.22 | |
Simon Property (SPG) | 0.5 | $6.2M | 39k | 159.75 | |
HCP | 0.5 | $6.1M | 190k | 31.98 | |
Equity Residential (EQR) | 0.4 | $6.0M | 79k | 75.92 | |
Lennox International (LII) | 0.4 | $6.0M | 22k | 275.01 | |
Merck & Co (MRK) | 0.3 | $4.5M | 54k | 83.85 | |
Kansas City Southern | 0.3 | $4.5M | 37k | 121.76 | |
Apple (AAPL) | 0.3 | $4.4M | 22k | 197.93 | |
Evoqua Water Technologies Corp | 0.3 | $4.4M | 306k | 14.24 | |
Digital Realty Trust (DLR) | 0.3 | $4.1M | 35k | 117.78 | |
Brightview Holdings (BV) | 0.3 | $4.1M | 217k | 18.71 | |
Solarwinds Corp | 0.3 | $4.0M | 220k | 18.34 | |
Advanced Drain Sys Inc Del (WMS) | 0.2 | $3.1M | 96k | 32.79 | |
Floor & Decor Hldgs Inc cl a (FND) | 0.2 | $3.1M | 75k | 41.89 | |
Jeld-wen Hldg (JELD) | 0.2 | $3.1M | 144k | 21.23 | |
Presidio | 0.2 | $3.0M | 219k | 13.67 | |
Gardner Denver Hldgs | 0.2 | $3.0M | 88k | 34.60 | |
Pq Group Hldgs | 0.2 | $3.0M | 187k | 15.85 | |
Ormat Technologies (ORA) | 0.2 | $2.5M | 39k | 63.40 | |
Prologis (PLD) | 0.2 | $2.4M | 30k | 80.10 | |
Bj's Wholesale Club Holdings (BJ) | 0.2 | $2.1M | 80k | 26.40 | |
Elf Beauty (ELF) | 0.1 | $2.0M | 145k | 14.10 | |
Extraction Oil And Gas | 0.1 | $2.0M | 470k | 4.33 | |
Emerald Expositions Events | 0.1 | $2.0M | 180k | 11.15 | |
Playags (AGS) | 0.1 | $2.0M | 103k | 19.45 | |
Liberty Oilfield Services -a (LBRT) | 0.1 | $2.0M | 126k | 16.18 | |
At Home Group | 0.1 | $1.8M | 265k | 6.66 | |
Palomar Hldgs (PLMR) | 0.1 | $1.6M | 68k | 24.04 |