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
$4.72B
AUM Growth
+$383M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$38.6M
3
+$32.5M
4
NVDA icon
NVIDIA
NVDA
+$20.2M
5
MDT icon
Medtronic
MDT
+$19.9M

Top Sells

1
+$45.4M
2
+$43M
3
+$34.7M
4
WMS icon
Advanced Drainage Systems
WMS
+$27.8M
5
NXT icon
Nextracker
NXT
+$18.5M

Sector Composition

1 Technology 31.47%
2 Healthcare 13.53%
3 Consumer Discretionary 11.26%
4 Communication Services 10.97%
5 Financials 10.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$588K 0.01%
1,740
+140
77
$585K 0.01%
1,200
+75
78
$563K 0.01%
9,050
79
$561K 0.01%
792
80
$546K 0.01%
2,260
-187,740
81
$538K 0.01%
4,602
82
$514K 0.01%
10,250
-1,592
83
$479K 0.01%
1,831
84
$473K 0.01%
2,680
+380
85
$469K 0.01%
20,680
-1,529,320
86
$466K 0.01%
3,596
+271
87
$420K 0.01%
3,720
+620
88
$408K 0.01%
2,400
89
$394K 0.01%
+42,000
90
$389K 0.01%
2,480
-177,520
91
$342K 0.01%
1,625
-562
92
$314K 0.01%
3,525
-1,675
93
$285K 0.01%
2,500
94
$246K 0.01%
630
95
$245K 0.01%
4,614
96
$208K ﹤0.01%
+942
97
$203K ﹤0.01%
5,440
-494,560
98
– –
-7,232
1 2 3
4