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
$4.11B
AUM Growth
-$879M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$45.9M
2
+$26.5M
3
+$20.2M
4
MCO icon
Moody's
MCO
+$18.9M
5
NVDA icon
NVIDIA
NVDA
+$18.6M

Top Sells

1
+$126M
2
+$116M
3
+$88.8M
4
V icon
Visa
V
+$76.4M
5
MRK icon
Merck
MRK
+$61.5M

Sector Composition

1 Technology 31.87%
2 Healthcare 13.98%
3 Financials 12.76%
4 Communication Services 11.28%
5 Consumer Discretionary 10.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$231K 0.01%
3,750
-864
102
$223K 0.01%
+1,400
103
$217K 0.01%
+2,477
104
– –
-2,328
105
– –
-22,180
106
– –
-4,500
1 2 3 4
5