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
$3.26B
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14M
3
+$5.89M
4
DIS icon
Walt Disney
DIS
+$5M
5
CL icon
Colgate-Palmolive
CL
+$3.53M

Top Sells

1
+$7.95M
2
+$5.54M
3
+$5.31M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.63M
5
MS icon
Morgan Stanley
MS
+$3.05M

Sector Composition

1 Technology 24.22%
2 Healthcare 15.43%
3 Financials 11.81%
4 Industrials 11.53%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$48.7M 1.5%
566,947
+58,159
27
$41.1M 1.26%
508,931
-37,837
28
$41M 1.26%
1,511,175
-81,423
29
$39.7M 1.22%
240,178
-510
30
$39.7M 1.22%
261,827
+848
31
$39.3M 1.21%
567,871
+26,195
32
$37.1M 1.14%
210,245
+7,457
33
$35.2M 1.08%
867,818
-130,721
34
$33.9M 1.04%
256,219
+13,454
35
$32.5M 1%
309,254
-1,974
36
$32.4M 0.99%
69,965
+2,329
37
$30.7M 0.94%
281,760
-7,893
38
$30.4M 0.93%
158,982
-347
39
$27.5M 0.84%
375,202
+48,167
40
$26.5M 0.81%
191,590
+120,678
41
$17.6M 0.54%
51,974
+2,401
42
$16.5M 0.51%
37,555
+1,006
43
$9.47M 0.29%
30,647
+202
44
$5.16M 0.16%
10
45
$4.25M 0.13%
20,109
+645
46
$3.09M 0.09%
22,770
+1,800
47
$2.41M 0.07%
56,028
48
$1.97M 0.06%
28,556
+24,475
49
$1.92M 0.06%
33,880
-771
50
$1.43M 0.04%
8,285
-530
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