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 | +33.94% | +18.80% | 3,707,650.2 | Software | |
AAPL | Apple Inc | 27,740 | 6,161.9 | +20.21% | 7.660 | +1.29% | 0.000 | +5.24% | -14.52% | 3,189,545.6 | Hardware | |
AMZN | Amazon.com Inc | 28,156 | 5,357.0 | -17.97% | 6.660 | -1.50% | 0.000 | +25.22% | +1.83% | 2,371,799.3 | Retail - Cyclical | |
ICE | Intercontinental Exchange Inc | 24,306 | 4,192.8 | -11.59% | 5.210 | -0.52% | 0.000 | +9.57% | +23.56% | 105,036.7 | Capital Markets | |
V | Visa Inc | 11,030 | 3,865.6 | -18.43% | 4.800 | -0.87% | 0.000 | +5.91% | +13.93% | 701,033.1 | Credit Services | |
MMC | Marsh & McLennan Companies Inc | 14,978 | 3,655.1 | -4.91% | 4.540 | -0.18% | 0.000 | -11.95% | +1.98% | 105,975.9 | Insurance | |
GOOGL | Alphabet Inc | 23,024 | 3,560.4 | -4.03% | 4.420 | -0.20% | 0.000 | +19.26% | -4.94% | 2,184,120.1 | Interactive Media | |
DHR | Danaher Corp | 17,338 | 3,554.3 | +17.86% | 4.420 | +0.67% | 0.000 | +2.84% | -11.20% | 145,424.1 | Medical Diagnostics & Research | |
GS | The Goldman Sachs Group Inc | 6,241 | 3,409.4 | -2.65% | 4.240 | -0.11% | 0.000 | +42.26% | +27.64% | 222,054.8 | Capital Markets | |
MCD | McDonald's Corp | 9,570 | 2,989.4 | -4.14% | 3.710 | -0.13% | 0.000 | -7.08% | +2.61% | 210,276.8 | 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 | $262.50 | 7.72% | Sold Out | 0 | -11,739 | |
J | Jacobs Solutions Inc | 2025-03-31 | New Buy New Buy | +2.33% | 118.04 ($128.71) 140.2 | $132.61 | 3.03% | 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 | $171.03 | -5.92% | New holding | 9,954 | 9,954 | |
PLD | Prologis Inc | 2025-03-31 | Sold Out Sold Out | -1.99% | 103.59 ($115.69) 124.04 | $108.02 | -6.63% | Sold Out | 0 | -17,012 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -1.50% | 190.26 ($217) 242.06 | $223.41 | 2.95% | Reduce -17.97% | 28,156 | -6,170 | |
UNH | UnitedHealth Group Inc | 2025-03-31 | Reduce Reduce | -1.30% | 461.52 ($511.2) 548.18 | $308.55 | -39.64% | Reduce -32.99% | 4,715 | -2,321 | |
AAPL | Apple Inc | 2025-03-31 | Add Add | +1.29% | 209.68 ($231.67) 247.1 | $213.55 | -7.82% | Add 20.21% | 27,740 | 4,664 | |
ACN | Accenture PLC | 2025-03-31 | Reduce Reduce | -1.08% | 300.91 ($353.16) 398.25 | $304.78 | -13.70% | 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 | $164.24 | -15.34% | Sold Out | 0 | -4,777 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.96% | 375.39 ($407.71) 447.2 | $498.84 | 22.35% | Reduce -9.29% | 20,220 | -2,070 |
Lazard US Equity Focus Portfolio Total Holding History ($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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