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
$4.99B
AUM Growth
+$273M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$45.3M
2
+$45.2M
3
+$30M
4
MDT icon
Medtronic
MDT
+$29.7M
5
AMZN icon
Amazon
AMZN
+$21.9M

Top Sells

1
+$28.4M
2
+$28.3M
3
+$17.4M
4
PH icon
Parker-Hannifin
PH
+$10.3M
5
BALL icon
Ball Corp
BALL
+$9.23M

Sector Composition

1 Technology 30.64%
2 Healthcare 13.59%
3 Communication Services 12.5%
4 Consumer Discretionary 12.06%
5 Financials 10.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$600K 0.01%
1,740
77
$575K 0.01%
5,440
78
$563K 0.01%
9,050
79
$553K 0.01%
5,150
80
$546K 0.01%
8,775
81
$530K 0.01%
4,602
82
$520K 0.01%
2,260
83
$509K 0.01%
12,800
84
$472K 0.01%
925
-275
85
$456K 0.01%
2,078
+1,136
86
$456K 0.01%
2,680
87
$431K 0.01%
2,450
88
$408K 0.01%
3,091
-505
89
$402K 0.01%
7,340
-2,910
90
$399K 0.01%
2,400
91
$389K 0.01%
1,625
92
$352K 0.01%
22,180
+1,500
93
$341K 0.01%
3,825
+300
94
$336K 0.01%
48,290
+6,290
95
$286K 0.01%
2,480
96
$282K 0.01%
2,500
97
$273K 0.01%
4,614
98
$255K 0.01%
3,720
99
$253K 0.01%
1,665
-186,494
100
$231K ﹤0.01%
4,500
-8,596
1 2 3
4
5