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
$3.26B
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14M
3
+$5.89M
4
DIS icon
Walt Disney
DIS
+$5M
5
CL icon
Colgate-Palmolive
CL
+$3.53M

Top Sells

1
+$7.95M
2
+$5.54M
3
+$5.31M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.63M
5
MS icon
Morgan Stanley
MS
+$3.05M

Sector Composition

1 Technology 24.22%
2 Healthcare 15.43%
3 Financials 11.81%
4 Industrials 11.53%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$255K 0.01%
660
-280
77
$235K 0.01%
+7,159
78
$212K 0.01%
+575
79
$210K 0.01%
4,116
-1,492
80
– –
-30,000
81
– –
-3,138
82
– –
-2,700
1 2 3
4