LFRG
Lazard Frères Gestion Portfolio holdings
AUM
$4.79B
This Quarter Return
+10.98%
1 Year Return
+14.54%
3 Year Return
+74.21%
5 Year Return
–
10 Year Return
–
AUM
$3.7B
AUM Growth
+$3.7B
(+4.1%)
Cap. Flow
+$30.2M
Cap. Flow
% of AUM
0.81%
Top 10 Holdings %
Top 10 Hldgs %
49.53%
Holding
72
New
3
Increased
23
Reduced
29
Closed
7
Top Buys
1 |
Procter & Gamble
PG
|
$133M |
2 |
Zoetis
ZTS
|
$97.7M |
3 |
3M
MMM
|
$68M |
4 |
Visa
V
|
$20.7M |
5 |
Amazon
AMZN
|
$6.74M |
Top Sells
1 |
Linde
LIN
|
$127M |
2 |
Otis Worldwide
OTIS
|
$110M |
3 |
Estee Lauder
EL
|
$11.8M |
4 |
Microsoft
MSFT
|
$9.28M |
5 |
Alphabet (Google) Class A
GOOGL
|
$8.76M |
Sector Composition
1 | Technology | 20.92% |
2 | Consumer Discretionary | 13.91% |
3 | Healthcare | 13.57% |
4 | Consumer Staples | 12.03% |
5 | Financials | 11.95% |