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
$3.47B
AUM Growth
+$324M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$12.2M
3
+$9.34M
4
BDX icon
Becton Dickinson
BDX
+$5.39M
5
MDT icon
Medtronic
MDT
+$4.52M

Top Sells

1
+$8.41M
2
+$6.58M
3
+$6.51M
4
BAC icon
Bank of America
BAC
+$6.48M
5
COST icon
Costco
COST
+$5.98M

Sector Composition

1 Technology 24.83%
2 Healthcare 14.31%
3 Consumer Discretionary 12.16%
4 Financials 11.8%
5 Communication Services 11.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$249K 0.01%
+4,959
77
$223K 0.01%
7,773
78
$216K 0.01%
1,400
79
– –
-49,320
80
– –
-22,770
81
– –
-20,405
82
– –
-660
83
– –
-33,880
1 2 3
4