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
51
$1.42M 0.04%
15,475
-526
52
$1.34M 0.04%
23,210
53
$1.04M 0.03%
1,786
54
$869K 0.03%
5,830
+150
55
$868K 0.03%
2,405
+120
56
$758K 0.02%
4,395
57
$726K 0.02%
3,747
58
$645K 0.02%
13,665
59
$598K 0.02%
2,000
60
$565K 0.02%
2,306
61
$508K 0.01%
18,950
62
$506K 0.01%
9,050
63
$504K 0.01%
4,602
64
$502K 0.01%
1,994
65
$479K 0.01%
8,170
66
$396K 0.01%
969
+394
67
$388K 0.01%
792
68
$366K 0.01%
+13,600
69
$355K 0.01%
1,000
70
$332K 0.01%
6,390
71
$328K 0.01%
+3,990
72
$302K 0.01%
+1,775
73
$289K 0.01%
544
74
$275K 0.01%
2,500
75
$254K 0.01%
2,400
1 2
3
4