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
$4.99B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$45.2M
3
+$30M
4
MDT icon
Medtronic
MDT
+$29.7M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$28.4M
2
+$28.3M
3
+$17.4M
4
PH icon
Parker-Hannifin
PH
+$10.3M
5
BALL icon
Ball Corp
BALL
+$9.23M

Sector Composition

1 Technology 30.64%
2 Healthcare 13.59%
3 Communication Services 12.5%
4 Consumer Discretionary 12.06%
5 Financials 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.92M 0.1%
40,710
52
$4.18M 0.08%
13,900
53
$3.88M 0.08%
8,000
54
$3.62M 0.07%
43,000
+2,000
55
$3.31M 0.07%
7,400
56
$3.29M 0.07%
4,266
+3,270
57
$3.26M 0.07%
54,000
58
$2.49M 0.05%
2,792
+2,000
59
$2.15M 0.04%
7,258
-977
60
$1.99M 0.04%
+6,000
61
$1.88M 0.04%
37,500
62
$1.85M 0.04%
3,150
-350
63
$1.82M 0.04%
7,380
64
$1.65M 0.03%
3,305
65
$1.5M 0.03%
12,090
+200
66
$1.44M 0.03%
18,215
-1,000
67
$1.36M 0.03%
30,346
+500
68
$1.35M 0.03%
19,865
-100
69
$1.23M 0.02%
+10,000
70
$1.04M 0.02%
3,756
-200
71
$755K 0.02%
2,390
72
$732K 0.01%
6,310
73
$720K 0.01%
2,000
74
$681K 0.01%
2,328
+64
75
$650K 0.01%
1,610
-221
1 2
3
4 5