LFG
Lazard Frères Gestion Portfolio holdings
AUM
$5.25B
1-Year Est. Return
18.42%
1 Year Est. Return
+18.42%
AUM
$5.25B
AUM Growth
+$465M
(+9.7%)
Holding
115
Top Buys
| 1 | +$268M | |
| 2 | +$103M | |
| 3 | +$98.3M | |
| 4 |
Estee Lauder
EL
|
+$72.3M |
| 5 |
Broadcom
AVGO
|
+$69.8M |
Top Sells
| 1 | +$13.7M | |
| 2 | +$10.3M | |
| 3 | +$9.79M | |
| 4 |
Idexx Laboratories
IDXX
|
+$7.8M |
| 5 |
Ball Corp
BALL
|
+$6.29M |
Sector Composition
| 1 | Technology | 35.08% |
| 2 | Financials | 13.05% |
| 3 | Healthcare | 12.13% |
| 4 | Communication Services | 11.89% |
| 5 | Consumer Discretionary | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Universal Display
OLED
$5.69B
| $430K | 0.01% |
3,000
|
|
||
102
Vanguard Russell 2000 ETF
VTWO
$14.9B
| $429K | 0.01% |
4,394
+144
|
|
||
103
On Holding
ONON
$15.2B
| $354K | 0.01% |
+8,360
|
|
||
104
Abbott
ABT
$215B
| $334K | 0.01% |
2,500
|
|
||
105
Alibaba
BABA
$408B
| $290K | 0.01% |
+1,625
|
|
||
106
Charles Schwab
SCHW
$183B
| $250K | ﹤0.01% |
+2,625
|
|
||
107
Lazard
LAZ
$5.1B
| $237K | ﹤0.01% |
+4,500
|
|
||
108
PepsiCo
PEP
$200B
| $233K | ﹤0.01% |
+1,665
|
|
||
109
Goldman Sachs
GS
$293B
| $226K | ﹤0.01% |
+284
|
|
||
110
SLB Ltd
SLB
$69.6B
| $202K | ﹤0.01% |
+5,890
|
|
||
111
Boeing
BA
$194B
| $201K | ﹤0.01% |
+932
|
|
||
112
Coty
COTY
$2.77B
| $196K | ﹤0.01% |
48,564
-260
|
|
||
113
Enphase Energy
ENPH
$4.63B
| – | – |
-9,510
|
|
||
114
Marvell Technology
MRVL
$68.2B
| – | – |
-3,450
|
|
||
115
Walmart Inc
WMT
$950B
| – | – |
-2,732
|
|