LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.25B
1-Year Est. Return 18.42%
This Quarter Est. Return
1 Year Est. Return
+18.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.71B
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$9.32M
3
+$8.46M
4
AMAT icon
Applied Materials
AMAT
+$7.75M
5
MSFT icon
Microsoft
MSFT
+$5.75M

Top Sells

1
+$8.52M
2
+$8.35M
3
+$4.45M
4
PH icon
Parker-Hannifin
PH
+$4.38M
5
TXN icon
Texas Instruments
TXN
+$2.02M

Sector Composition

1 Technology 23.14%
2 Healthcare 15.16%
3 Financials 12.7%
4 Industrials 11.87%
5 Communication Services 10.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.01%
2,700
77
$244K 0.01%
5,608
+1,257
78
$235K 0.01%
+2,163
79
– –
-405
80
– –
-4,131
1 2 3
4