LFRG
Lazard Frères Gestion Portfolio holdings
AUM
$4.79B
This Quarter Return
+12.04%
1 Year Return
+14.54%
3 Year Return
+74.21%
5 Year Return
–
10 Year Return
–
AUM
$3.47B
AUM Growth
+$3.47B
(+10%)
Cap. Flow
+$15.4M
Cap. Flow
% of AUM
0.44%
Top 10 Holdings %
Top 10 Hldgs %
51.37%
Holding
83
New
4
Increased
26
Reduced
25
Closed
5
Top Buys
1 |
NVIDIA
NVDA
|
$23.2M |
2 |
Estee Lauder
EL
|
$13M |
3 |
Nike
NKE
|
$8.95M |
4 |
Becton Dickinson
BDX
|
$5.2M |
5 |
Medtronic
MDT
|
$4.65M |
Top Sells
1 |
Adobe
ADBE
|
$8.06M |
2 |
Bank of America
BAC
|
$7.04M |
3 |
Ross Stores
ROST
|
$6.86M |
4 |
Apple
AAPL
|
$6.81M |
5 |
Costco
COST
|
$6.31M |
Sector Composition
1 | Technology | 24.83% |
2 | Healthcare | 14.31% |
3 | Consumer Discretionary | 12.16% |
4 | Financials | 11.8% |
5 | Communication Services | 11.34% |