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
$3.47B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$23.2M
2
+$13M
3
+$8.95M
4
BDX icon
Becton Dickinson
BDX
+$5.2M
5
MDT icon
Medtronic
MDT
+$4.65M

Top Sells

1
+$8.06M
2
+$7.04M
3
+$6.86M
4
AAPL icon
Apple
AAPL
+$6.81M
5
COST icon
Costco
COST
+$6.31M

Sector Composition

1 Technology 24.83%
2 Healthcare 14.31%
3 Consumer Discretionary 12.16%
4 Financials 11.8%
5 Communication Services 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$50.1M 1.44%
90,933
-600
27
$49M 1.41%
319,618
+1,501
28
$44.7M 1.29%
511,298
+857
29
$42.7M 1.23%
625,253
+52,610
30
$41.6M 1.2%
404,230
+86,962
31
$40.7M 1.17%
1,285,314
-222,599
32
$38.9M 1.12%
256,230
33
$38M 1.09%
259,043
-7,009
34
$37.5M 1.08%
233,419
+21,166
35
$37.5M 1.08%
239,338
-400
36
$36.7M 1.06%
787,571
-80,284
37
$31.5M 0.91%
418,205
+42,112
38
$29.3M 0.84%
256,728
-40,094
39
$27.2M 0.78%
140,930
-35,261
40
$23.9M 0.69%
504,110
+490,370
41
$22.8M 0.66%
47,916
+8,812
42
$17.2M 0.5%
48,158
-1,460
43
$10.3M 0.3%
29,694
44
$5.59M 0.16%
21,232
-800
45
$5.43M 0.16%
10
46
$5.21M 0.15%
37,110
+2,125
47
$2.29M 0.07%
28,996
+50
48
$1.91M 0.06%
37,500
-2,500
49
$1.89M 0.05%
3,938
-100
50
$1.54M 0.04%
8,235
-50
1
2
3 4