LU

Lazard US Sustainable Equity Portfolio | SUSLX

Mutual Fund
LAZARD FUNDS INC
Last update 2025-06-24 49 Stocks (1 new)
Value $9.00 Mil Turnover 2 %
Countries:
Lazard US Sustainable Equity P... Top Holdings of 2025-03-31 View Full List
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
+38.00%
+20.34%
3,755,441.4
Software
AAPL
Apple Inc
2,769
615.1
-16.17%
6.940
-1.05%
0.000
+7.48%
-14.18%
3,202,241.1
Hardware
V
Visa Inc
1,349
472.8
-25.18%
5.330
-1.12%
0.000
+6.35%
+11.71%
687,358.6
Credit Services
ICE
Intercontinental Exchange Inc
1,937
334.1
-25.15%
3.770
-0.76%
0.000
+12.82%
+22.00%
103,711.6
Capital Markets
ADI
Analog Devices Inc
1,503
303.1
-25.19%
3.420
-0.84%
0.000
+32.53%
+11.83%
116,866.4
Semiconductors
BSX
Boston Scientific Corp
2,943
296.9
-25.17%
3.350
-0.69%
0.000
+8.53%
+15.49%
152,619.7
Medical Devices & Instruments
HD
The Home Depot Inc
805
295.0
-25.19%
3.330
-0.83%
0.000
+5.33%
-3.42%
369,128.2
Retail - Cyclical
SCHW
Charles Schwab Corp
3,671
287.4
-25.17%
3.240
-0.71%
0.000
+24.96%
+29.73%
173,320.8
Capital Markets
PG
Procter & Gamble Co
1,566
266.9
-25.14%
3.010
-0.69%
0.000
-5.05%
-3.74%
371,187.9
Consumer Packaged Goods
UNH
UnitedHealth Group Inc
509
266.6
-48.84%
3.010
-1.92%
0.000
-32.78%
-42.99%
258,653.0
Healthcare Plans

Lazard US Sustainable Equity Portfolio's Historical Top Holdings Breakdowns

Lazard US Sustainable Equity Portfolio's Top Stock Picks View Full List
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
$505.27
23.93%
Reduce -39.47%
1,928
-1,257
UNH
UnitedHealth Group Inc
2025-03-31
Reduce
Reduce
-1.92%
461.52 ($511.2) 548.18
$285.13
-44.22%
Reduce -48.84%
509
-486
ROK
Rockwell Automation Inc
2025-03-31
Reduce
Reduce
-1.71%
255.29 ($278.33) 303.75
$353.62
27.05%
Reduce -66.9%
377
-762
NSC
Norfolk Southern Corp
2025-03-31
Reduce
Reduce
-1.18%
227.69 ($243.68) 259.76
$280.26
15.01%
Reduce -82.63%
135
-642
V
Visa Inc
2025-03-31
Reduce
Reduce
-1.12%
306.92 ($338.38) 362.71
$351.86
3.98%
Reduce -25.18%
1,349
-454
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-1.05%
209.68 ($231.67) 247.1
$214.40
-7.45%
Reduce -16.17%
2,769
-534
QCOM
Qualcomm Inc
2025-03-31
New Buy
New Buy
+1.01%
151.94 ($163) 175.86
$157.99
-3.07%
New holding
582
582
AMD
Advanced Micro Devices Inc
2025-03-31
Sold Out
Sold Out
-0.92%
96.63 ($111.19) 129.55
$154.72
39.15%
Sold Out
0
-973
ADI
Analog Devices Inc
2025-03-31
Reduce
Reduce
-0.84%
201.56 ($216.11) 243.82
$235.50
8.97%
Reduce -25.19%
1,503
-506
HD
The Home Depot Inc
2025-03-31
Reduce
Reduce
-0.83%
347.25 ($389.72) 424.87
$371.01
-4.80%
Reduce -25.19%
805
-271

Lazard US Sustainable Equity Portfolio Total Holding History ($B)

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Lazard US Sustainable Equity Portfolio's Asset Allocation

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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

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