LFG

Lazard Frères Gestion Portfolio holdings

AUM $4.79B
1-Year Est. Return 14.54%
This Quarter Est. Return
1 Year Est. Return
+14.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.26B
AUM Growth
+$548M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$16.7M
2
+$14M
3
+$5.89M
4
DIS icon
Walt Disney
DIS
+$5M
5
CL icon
Colgate-Palmolive
CL
+$3.53M

Top Sells

1
+$7.95M
2
+$5.54M
3
+$5.31M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$3.63M
5
MS icon
Morgan Stanley
MS
+$3.05M

Sector Composition

1 Technology 24.22%
2 Healthcare 15.43%
3 Financials 11.81%
4 Industrials 11.53%
5 Consumer Discretionary 11.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$317M 9.72%
958,752
-7,082
2
$211M 6.46%
1,654,499
+46,316
3
$184M 5.64%
797,594
+330
4
$179M 5.5%
1,590,615
+24,319
5
$164M 5.04%
1,433,026
-48,393
6
$147M 4.52%
490,015
+536
7
$139M 4.27%
539,648
+5,267
8
$113M 3.46%
1,182,032
+15,738
9
$110M 3.37%
290,158
-20,984
10
$104M 3.19%
677,007
+5,871
11
$96.1M 2.95%
1,107,887
-12,755
12
$93.8M 2.88%
775,411
-30,043
13
$87.3M 2.68%
455,982
+73,259
14
$80.7M 2.47%
481,562
+8,952
15
$68M 2.08%
245,444
+7,249
16
$60.2M 1.85%
335,721
+2,235
17
$58.8M 1.8%
700,489
+22,187
18
$58.1M 1.78%
126,741
-1,022
19
$56.4M 1.73%
1,005,501
+52,109
20
$56.1M 1.72%
519,123
-2,710
21
$54.1M 1.66%
274,101
+10,082
22
$54M 1.66%
105,143
-34
23
$53.8M 1.65%
505,853
+2,478
24
$51M 1.56%
303,369
-1,004
25
$50.1M 1.54%
1,233,072
+29,292
1
2 3 4