LGT CAPITAL PARTNERS LTD. Diversified Active

Location: Pfaeffikon, Switzerland

CIK: 0001641992 · Show all filings

Period: Q1 2016 (← Previous) (Next →)

Filing Date: Apr 8, 2016

Total Value: $554M (100.0% shares, 0.0% debt)

Holdings (51)

ORCL ORACLE CORP 5.5%
Value $30.29M Shares 740,372 Est. Cost $34.36 Unrealized -7.0%
MRK MERCK & CO INC NEW 5.0%
Value $27.48M Shares 519,300 Est. Cost $37.09 Unrealized -2.8%
CL COLGATE PALMOLIVE CO 3.6%
Value $19.74M Shares 279,360 Est. Cost $52.82 Unrealized +0.1%
MDLZ MONDELEZ INTL INC 3.4%
Value $18.97M Shares 472,920 Est. Cost $31.35 Unrealized +3.4%
WFC WELLS FARGO & CO NEW 3.4%
Value $18.65M Shares 385,620 Est. Cost $38.48 Unrealized -3.6%
MSFT MICROSOFT CORP 3.1%
Value $17M Shares 307,730 Est. Cost $40.59 Unrealized +13.5%
MTB M & T BK CORP 2.8%
Value $15.72M Shares 141,590 Est. Cost $87.23 Unrealized -6.1%
BROOKFIELD ASSET MGMT INC 2.8%
Value $15.52M Shares 443,910 Est. Cost $32.49 Unrealized
BIIB BIOGEN INC 2.8%
Value $15.38M Shares 59,080 Est. Cost $294.24 Unrealized -10.2%
E M C CORP MASS 2.8%
Value $15.37M Shares 576,850 Est. Cost $26.42 Unrealized
SHAW COMMUNICATIONS INC 2.8%
Value $15.23M Shares 784,390 Est. Cost $21.44 Unrealized
WELL WELLTOWER INC 2.5%
Value $14.12M Shares 203,595 Est. Cost $44.74 Unrealized -0.8%
MCD MCDONALDS CORP 2.5%
Value $14.03M Shares 111,610 Est. Cost $78.47 Unrealized +19.7%
AWK AMERICAN WTR WKS CO INC NEW 2.5%
Value $13.97M Shares 202,700 Est. Cost $43.17 Unrealized +24.7%
PEP PEPSICO INC 2.5%
Value $13.77M Shares 134,328 Est. Cost $65.64 Unrealized +11.6%
UNH UNITEDHEALTH GROUP INC 2.5%
Value $13.6M Shares 105,490 Est. Cost $74.53 Unrealized +35.4%
AAPL APPLE INC 2.5%
Value $13.57M Shares 124,550 Est. Cost $20.42 Unrealized +10.4%
KKR & CO L P DEL 2.4%
Value $13.52M Shares 920,000 Est. Cost $15.55 Unrealized
BLACKSTONE GROUP L P 2.4%
Value $13.46M Shares 480,000 Est. Cost $29.19 Unrealized
HCP INC 2.4%
Value $13.02M Shares 399,650 Est. Cost $37.65 Unrealized
MARKET VECTORS ETF TR 2.3%
Value $12.82M Shares 450,000 Est. Cost $30.45 Unrealized
GILD GILEAD SCIENCES INC 2.1%
Value $11.64M Shares 126,710 Est. Cost $72.26 Unrealized -12.2%
KO COCA COLA CO 2.0%
Value $11.05M Shares 238,210 Est. Cost $30.63 Unrealized +4.0%
JNJ JOHNSON & JOHNSON 2.0%
Value $10.91M Shares 100,800 Est. Cost $77.18 Unrealized +2.1%
VET VERMILION ENERGY INC 2.0%
Value $10.88M Shares 370,000 Est. Cost $32.96 Unrealized -18.6%
EL LAUDER ESTEE COS INC 1.9%
Value $10.67M Shares 113,100 Est. Cost $77.01 Unrealized +2.0%
ISRG INTUITIVE SURGICAL INC 1.6%
Value $8.787M Shares 14,620 Est. Cost $56.16 Unrealized +10.3%
TUPPERWARE BRANDS CORP 1.6%
Value $8.697M Shares 150,000 Est. Cost $56.17 Unrealized
NEM NEWMONT MINING CORP 1.6%
Value $8.638M Shares 325,000 Est. Cost $14.41 Unrealized +26.1%
RACKSPACE HOSTING INC 1.5%
Value $8.467M Shares 392,180 Est. Cost $25.32 Unrealized
INDEXIQ ETF TR 1.5%
Value $8.239M Shares 350,000 Est. Cost $23.54 Unrealized
HAS HASBRO INC 1.4%
Value $7.658M Shares 95,600 Est. Cost $47.20 Unrealized +13.4%
MMM 3M CO 1.2%
Value $6.775M Shares 40,660 Est. Cost $93.45 Unrealized -0.7%
ALV AUTOLIV INC 1.2%
Value $6.736M Shares 56,850 Est. Cost $61.55 Unrealized +2.0%
GOOGL ALPHABET INC 1.2%
Value $6.701M Shares 8,783 Est. Cost $36.73 Unrealized -0.5%
CVS CVS HEALTH CORP 1.2%
Value $6.665M Shares 64,250 Est. Cost $72.61 Unrealized -0.3%
MS MORGAN STANLEY 1.2%
Value $6.472M Shares 258,760 Est. Cost $23.33 Unrealized -17.3%
NDAQ NASDAQ INC 1.2%
Value $6.465M Shares 97,400 Est. Cost $10.65 Unrealized +64.8%
COF CAPITAL ONE FINL CORP 1.2%
Value $6.434M Shares 92,830 Est. Cost $65.69 Unrealized -15.7%
APOLLO GLOBAL MGMT LLC 1.1%
Value $6.334M Shares 370,000 Est. Cost $15.18 Unrealized
EOG EOG RES INC 1.1%
Value $6.245M Shares 86,040 Est. Cost $59.80 Unrealized -14.6%
PFLT PENNANTPARK FLOATING RATE CA 1.1%
Value $5.967M Shares 510,000 Est. Cost $4.10 Unrealized -2.2%
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $5.787M Shares 107,000 Est. Cost $27.59 Unrealized +8.8%
CERNER CORP 1.0%
Value $5.455M Shares 103,000 Est. Cost $54.08 Unrealized
HST HOST HOTELS & RESORTS INC 0.9%
Value $5.206M Shares 311,730 Est. Cost $12.54 Unrealized -19.3%
FCN FTI CONSULTING INC 0.8%
Value $4.474M Shares 126,000 Est. Cost $33.51 Unrealized 0.0%
EQR EQUITY RESIDENTIAL 0.8%
Value $4.461M Shares 59,450 Est. Cost $35.80 Unrealized +30.1%
ANGLOGOLD ASHANTI LTD 0.8%
Value $4.449M Shares 325,000 Est. Cost $10.68 Unrealized
KMI KINDER MORGAN INC DEL 0.6%
Value $3.572M Shares 200,000 Est. Cost $12.83 Unrealized -22.5%
CALPINE CORP 0.4%
Value $2.427M Shares 160,000 Est. Cost $15.17 Unrealized
DXJ WISDOMTREE TR 0.4%
Value $2.229M Shares 51,000 Est. Cost $43.71 Unrealized