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
51
$1.31M 0.04%
15,802
-5,944
52
$1.15M 0.04%
23,210
-475
53
$829K 0.03%
1,786
54
$639K 0.02%
11,175
-1,700
55
$627K 0.02%
5,135
56
$610K 0.02%
2,000
57
$595K 0.02%
14,000
58
$570K 0.02%
3,047
59
$564K 0.02%
13,790
-650
60
$557K 0.02%
17,150
61
$535K 0.02%
1,590
62
$515K 0.02%
1,994
-75
63
$505K 0.02%
3,250
64
$490K 0.02%
8,170
-1,064
65
$460K 0.01%
20,980
-758
66
$405K 0.01%
1,721
67
$354K 0.01%
828
-43
68
$351K 0.01%
102,900
69
$298K 0.01%
6,090
70
$285K 0.01%
+1,000
71
$282K 0.01%
+2,400
72
$279K 0.01%
544
73
$276K 0.01%
7,573
-250
74
$271K 0.01%
2,500
-500
75
$267K 0.01%
1,864
-299
1 2
3
4