LU
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Lazard US Equity Focus Portfolio | LZUOXMutual Fund | |
| Lazard US Equity Focus Portfolio | |
| Last update 2025-06-24 | 29 Stocks (2 new) |
| Value $80.00 Mil | Turnover 8 % |
Lazard US Equity Focus Portfol... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 20,220 | 7,590.4 | -9.29% | 9.430 | -0.96% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 27,740 | 6,161.9 | +20.21% | 7.660 | +1.29% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
AMZN | Amazon.com Inc | 28,156 | 5,357.0 | -17.97% | 6.660 | -1.50% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
ICE | Intercontinental Exchange Inc | 24,306 | 4,192.8 | -11.59% | 5.210 | -0.52% | 0.000 | +14.22% | +21.95% | 103,665.7 | Capital Markets | |
V | Visa Inc | 11,030 | 3,865.6 | -18.43% | 4.800 | -0.87% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
MMC | Marsh & McLennan Companies Inc | 14,978 | 3,655.1 | -4.91% | 4.540 | -0.18% | 0.000 | -3.54% | +0.65% | 104,362.0 | Insurance | |
GOOGL | Alphabet Inc | 23,024 | 3,560.4 | -4.03% | 4.420 | -0.20% | 0.000 | +22.57% | -2.01% | 2,250,461.0 | Interactive Media | |
DHR | Danaher Corp | 17,338 | 3,554.3 | +17.86% | 4.420 | +0.67% | 0.000 | +1.89% | -16.95% | 136,013.0 | Medical Diagnostics & Research | |
GS | The Goldman Sachs Group Inc | 6,241 | 3,409.4 | -2.65% | 4.240 | -0.11% | 0.000 | +39.71% | +24.92% | 217,323.3 | Capital Markets | |
MCD | McDonald's Corp | 9,570 | 2,989.4 | -4.14% | 3.710 | -0.13% | 0.000 | -4.03% | +3.65% | 212,414.8 | Restaurants |
Lazard US Equity Focus Portfolio's Historical Top Holdings Breakdowns
Lazard US Equity Focus Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NSC | Norfolk Southern Corp | 2025-03-31 | Sold Out Sold Out | -3.04% | 227.69 ($243.68) 259.76 | $276.66 | 13.53% | Sold Out | 0 | -11,739 | |
J | Jacobs Solutions Inc | 2025-03-31 | New Buy New Buy | +2.33% | 118.04 ($128.71) 140.2 | $138.67 | 7.74% | New holding | 15,529 | 15,529 | |
ODFL | Old Dominion Freight Line Inc | 2025-03-31 | New Buy New Buy | +2.05% | 161.13 ($181.79) 209.29 | $162.09 | -10.84% | New holding | 9,954 | 9,954 | |
PLD | Prologis Inc | 2025-03-31 | Sold Out Sold Out | -1.99% | 103.59 ($115.69) 124.04 | $106.78 | -7.70% | Sold Out | 0 | -17,012 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.50% | 190.26 ($217) 242.06 | $226.13 | 4.21% | Reduce -17.97% | 28,156 | -6,170 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.30% | 461.52 ($511.2) 548.18 | $282.65 | -44.71% | Reduce -32.99% | 4,715 | -2,321 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +1.29% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Add 20.21% | 27,740 | 4,664 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -1.08% | 300.91 ($353.16) 398.25 | $282.44 | -20.02% | Reduce -35.54% | 5,026 | -2,771 | |
IQV | IQVIA Holdings Inc | 2025-03-31 | Sold Out Sold Out | -1.04% | 176.3 ($194) 209.96 | $160.63 | -17.20% | Sold Out | 0 | -4,777 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.96% | 375.39 ($407.71) 447.2 | $510.05 | 25.10% | Reduce -9.29% | 20,220 | -2,070 |
Lazard US Equity Focus Portfolio Total Holding History ($B)
Lazard US Equity Focus Portfolio's Asset Allocation
Lazard US Equity Focus Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lazard US Equity Focus Portfolio's Hypothetical Growth since 2025-03-31
Lazard US Equity Focus Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lazard US Equity Focus Portfolio's Holdings Heat Map
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Lazard US Equity Focus Portfolio's Holdings Bubble Chart
Lazard US Equity Focus Portfolio News
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