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

Top Buys

1
+$15.5M
2
+$15.1M
3
+$5.51M
4
AMZN icon
Amazon
AMZN
+$5.29M
5
CL icon
Colgate-Palmolive
CL
+$3.73M

Top Sells

1
+$7.1M
2
+$5.57M
3
+$5.26M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.48M
5
MS icon
Morgan Stanley
MS
+$3.24M

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
– –
-3,138
81
– –
-2,700
82
– –
-30,000
1 2 3
4