LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.55B
1-Year Est. Return 22.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+22.91%
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
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-6,685
77
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-1,739
78
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79
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80
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81
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-10,385
82
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-20,093
83
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-15,845
84
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-9,400
85
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-5,375
86
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-19,183
87
– –
-23,838
88
– –
-14,110
1 2 3
4