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
$3.1B
AUM Growth
+$223M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$16M
3
+$10M
4
DIS icon
Walt Disney
DIS
+$8.36M
5
COST icon
Costco
COST
+$5.89M

Top Sells

1
+$19.4M
2
+$8.82M
3
+$5.53M
4
MDLZ icon
Mondelez International
MDLZ
+$4.04M
5
MS icon
Morgan Stanley
MS
+$3.53M

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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-20,093
82
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-15,845
83
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-9,400
84
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-5,375
85
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-19,183
86
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-23,838
87
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-26,000
88
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-14,110
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4