LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.25B
1-Year Est. Return 18.42%
This Quarter Est. Return
1 Year Est. Return
+18.42%
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
+$44.2M
2
+$26.3M
3
+$18.3M
4
MAR icon
Marriott International
MAR
+$17.7M
5
NVDA icon
NVIDIA
NVDA
+$15.9M

Top Sells

1
+$108M
2
+$102M
3
+$82.6M
4
V icon
Visa
V
+$79.1M
5
MRK icon
Merck
MRK
+$59.2M

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