LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.55B
1-Year Est. Return 22.85%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.1B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$18.3M
3
+$11.6M
4
DIS icon
Walt Disney
DIS
+$10.1M
5
BALL icon
Ball Corp
BALL
+$7.23M

Top Sells

1
+$23M
2
+$10.4M
3
+$6.44M
4
MDLZ icon
Mondelez International
MDLZ
+$4.73M
5
MS icon
Morgan Stanley
MS
+$3.92M

Sector Composition

1 Technology 19.02%
2 Industrials 14.17%
3 Consumer Discretionary 13.45%
4 Healthcare 13.03%
5 Financials 11.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-5,000
77
– –
-6,685
78
– –
-1,739
79
– –
-4,575
80
– –
-18,600
81
– –
-4,265
82
– –
-10,385
83
– –
-20,093
84
– –
-15,845
85
– –
-9,400
86
– –
-5,375
87
– –
-19,183
88
– –
-23,838
1 2 3
4