We are live on ! Find out more
LFG

Lazard Frères Gestion Portfolio holdings

AUM $5.07B
1-Year Est. Return 20.66%
This Fund
S&P 500
This Quarter Est. Return
-5.2%
1 Year Est. Return
+20.66%
3 Year Est. Return
+67.07%
5 Year Est. Return
+91.26%
10 Year Est. Return
–
AUM
$5.07B
AUM Growth
-$479M
Cap. Flow
-$101M
Cap. Flow %
-1.99%
Top 10 Hldgs %
50.69%
Holding
126
New
14
Increased
30
Reduced
54
Closed
3

Top Buys

1
BSX icon
Boston Scientific
BSX
+$17.4M
2
WAT icon
Waters Corp
WAT
+$13.2M
3
TMUS icon
T-Mobile US
TMUS
+$9.79M
4
MSFT icon
Microsoft
MSFT
+$8.18M
5
MDLZ icon
Mondelez International
MDLZ
+$6.99M

Top Sells

1
ADBE icon
Adobe
ADBE
+$26.5M
2
AMAT icon
Applied Materials
AMAT
+$22.9M
3
MS icon
Morgan Stanley
MS
+$15.7M
4
BDX icon
Becton Dickinson
BDX
+$13.3M
5
MDT icon
Medtronic
MDT
+$12M

Sector Composition

1 Technology 33.2%
2 Healthcare 12.25%
3 Communication Services 12.16%
4 Financials 12.1%
5 Consumer Discretionary 10.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OLED icon
126
Universal Display
OLED
$3.73B
– –
-3,000
Closed -$350K
2 3 4 5
6

Similar funds

JIM
Jensen Investment Management Lake Oswego, Oregon $5.07B AUM 4.98% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $5.06B AUM 91.14% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
HSA
HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return