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Lazard US Sustainable Equity Portfolio | SUSLXMutual Fund | |
| LAZARD FUNDS INC | |
| Last update 2025-06-24 | 49 Stocks (1 new) |
| Value $9.00 Mil | Turnover 2 % |
Lazard US Sustainable Equity P... 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 | 1,928 | 723.8 | -39.47% | 8.160 | -4.15% | 0.000 | +42.41% | +21.58% | 3,794,239.3 | Software | |
AAPL | Apple Inc | 2,769 | 615.1 | -16.17% | 6.940 | -1.05% | 0.000 | +10.68% | -14.54% | 3,188,873.5 | Hardware | |
V | Visa Inc | 1,349 | 472.8 | -25.18% | 5.330 | -1.12% | 0.000 | +10.50% | +12.11% | 689,849.3 | Credit Services | |
ICE | Intercontinental Exchange Inc | 1,937 | 334.1 | -25.15% | 3.770 | -0.76% | 0.000 | +17.76% | +22.86% | 104,440.1 | Capital Markets | |
ADI | Analog Devices Inc | 1,503 | 303.1 | -25.19% | 3.420 | -0.84% | 0.000 | +39.20% | +15.15% | 120,330.3 | Semiconductors | |
BSX | Boston Scientific Corp | 2,943 | 296.9 | -25.17% | 3.350 | -0.69% | 0.000 | +11.98% | +17.32% | 155,031.2 | Medical Devices & Instruments | |
HD | The Home Depot Inc | 805 | 295.0 | -25.19% | 3.330 | -0.83% | 0.000 | +5.50% | -5.32% | 361,860.3 | Retail - Cyclical | |
SCHW | Charles Schwab Corp | 3,671 | 287.4 | -25.17% | 3.240 | -0.71% | 0.000 | +29.49% | +31.57% | 175,773.7 | Capital Markets | |
PG | Procter & Gamble Co | 1,566 | 266.9 | -25.14% | 3.010 | -0.69% | 0.000 | -5.43% | -5.34% | 365,021.7 | Consumer Packaged Goods | |
UNH | UnitedHealth Group Inc | 509 | 266.6 | -48.84% | 3.010 | -1.92% | 0.000 | -32.54% | -43.04% | 258,455.6 | Healthcare Plans |
Lazard US Sustainable Equity Portfolio's Historical Top Holdings Breakdowns
Lazard US Sustainable Equity 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -4.15% | 375.39 ($407.71) 447.2 | $510.49 | 25.21% | Reduce -39.47% | 1,928 | -1,257 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.92% | 461.52 ($511.2) 548.18 | $284.91 | -44.27% | Reduce -48.84% | 509 | -486 | |
ROK | Rockwell Automation Inc | 2025-03-31 | Reduce Reduce | -1.71% | 255.29 ($278.33) 303.75 | $355.75 | 27.82% | Reduce -66.9% | 377 | -762 | |
NSC | Norfolk Southern Corp | 2025-03-31 | Reduce Reduce | -1.18% | 227.69 ($243.68) 259.76 | $278.13 | 14.14% | Reduce -82.63% | 135 | -642 | |
V | Visa Inc | 2025-03-31 | Reduce Reduce | -1.12% | 306.92 ($338.38) 362.71 | $353.13 | 4.36% | Reduce -25.18% | 1,349 | -454 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -1.05% | 209.68 ($231.67) 247.1 | $213.50 | -7.84% | Reduce -16.17% | 2,769 | -534 | |
QCOM | Qualcomm Inc | 2025-03-31 | New Buy New Buy | +1.01% | 151.94 ($163) 175.86 | $158.57 | -2.71% | New holding | 582 | 582 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -0.92% | 96.63 ($111.19) 129.55 | $157.70 | 41.83% | Sold Out | 0 | -973 | |
ADI | Analog Devices Inc | 2025-03-31 | Reduce Reduce | -0.84% | 201.56 ($216.11) 243.82 | $242.48 | 12.20% | Reduce -25.19% | 1,503 | -506 | |
HD | The Home Depot Inc | 2025-03-31 | Reduce Reduce | -0.83% | 347.25 ($389.72) 424.87 | $363.70 | -6.68% | Reduce -25.19% | 805 | -271 |
Lazard US Sustainable Equity Portfolio Total Holding History ($B)
Lazard US Sustainable Equity Portfolio's Asset Allocation
Lazard US Sustainable Equity Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lazard US Sustainable Equity Portfolio's Hypothetical Growth since 2025-03-31
Lazard US Sustainable Equity Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lazard US Sustainable Equity Portfolio's Holdings Heat Map
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Lazard US Sustainable Equity Portfolio's Holdings Bubble Chart
Lazard US Sustainable Equity Portfolio News
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