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
$4.72B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$38.6M
3
+$32.5M
4
NVDA icon
NVIDIA
NVDA
+$20.2M
5
MDT icon
Medtronic
MDT
+$19.9M

Top Sells

1
+$45.4M
2
+$43M
3
+$34.7M
4
WMS icon
Advanced Drainage Systems
WMS
+$27.8M
5
NXT icon
Nextracker
NXT
+$18.5M

Sector Composition

1 Technology 31.47%
2 Healthcare 13.53%
3 Consumer Discretionary 11.26%
4 Communication Services 10.97%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$63M 1.33%
121,602
-2,496
27
$61.2M 1.3%
79,087
-17,558
28
$54.6M 1.16%
523,798
-8,787
29
$52.3M 1.11%
253,359
-21,900
30
$51.9M 1.1%
344,907
-19,050
31
$48.8M 1.03%
235,839
-11,264
32
$47.4M 1%
456,403
-38,455
33
$46.9M 0.99%
637,032
-5,664
34
$46M 0.97%
265,564
+8,856
35
$45.8M 0.97%
51,706
-12,019
36
$42.5M 0.9%
1,071,424
-194,302
37
$40.7M 0.86%
70,936
+4,798
38
$39.2M 0.83%
693,072
-107,504
39
$38.8M 0.82%
239,172
40
$32M 0.68%
188,159
-19,806
41
$30.3M 0.64%
246,569
-10,121
42
$27.8M 0.59%
48,557
+25,879
43
$27.3M 0.58%
59,286
+5,102
44
$11.1M 0.23%
27,319
-1,311
45
$11.1M 0.23%
16
+4
46
$6.68M 0.14%
40,710
+310
47
$6.3M 0.13%
36,500
+17,500
48
$6.26M 0.13%
7,000
49
$5.78M 0.12%
21,100
-3,187
50
$4.25M 0.09%
41,000
+29,000
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