LFG

Lazard Frères Gestion Portfolio holdings

AUM $4.79B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.7B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$133M
2
+$97.7M
3
+$68M
4
V icon
Visa
V
+$20.7M
5
AMZN icon
Amazon
AMZN
+$6.74M

Top Sells

1
+$127M
2
+$110M
3
+$11.8M
4
MSFT icon
Microsoft
MSFT
+$9.28M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$8.76M

Sector Composition

1 Technology 20.92%
2 Consumer Discretionary 13.91%
3 Healthcare 13.57%
4 Consumer Staples 12.03%
5 Financials 11.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.6M 1.37%
96,211
-1,634
27
$50M 1.35%
230,190
+2,859
28
$49M 1.33%
875,064
-13,662
29
$46.6M 1.26%
331,059
-6,172
30
$46M 1.24%
268,718
-749
31
$45.5M 1.23%
437,153
-3,621
32
$45.3M 1.22%
1,017,409
+55,242
33
$44M 1.19%
530,847
+6,965
34
$38.2M 1.03%
80,266
+12,205
35
$37.5M 1.01%
230,128
-5,535
36
$35.5M 0.96%
370,920
+2,601
37
$33.1M 0.9%
543,317
+5,048
38
$29.2M 0.79%
368,217
+5,160
39
$28.3M 0.76%
158,932
-10,720
40
$17.7M 0.48%
59,053
-535
41
$8.57M 0.23%
19
42
$5.43M 0.15%
21,369
+763
43
$4.82M 0.13%
9,600
44
$4.69M 0.13%
13,850
+350
45
$4.61M 0.12%
26,800
+7,000
46
$4.55M 0.12%
54,125
47
$3.25M 0.09%
81,906
+10,792
48
$1.69M 0.05%
31,535
-3,930
49
$1.55M 0.04%
25,000
50
$1.43M 0.04%
8,735
-350
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