LU
| |
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
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)
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 |
|---|---|---|---|---|
Top Ranked Articles
- 1
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
Size field:
Lazard US Sustainable Equity Portfolio's Holdings Bubble Chart
Lazard US Sustainable Equity Portfolio News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers