Please try another search
Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 15.840 | 25.820 | 9.980 |
Stocks | 53.190 | 53.190 | 0.000 |
Bonds | 24.300 | 30.210 | 5.910 |
Convertible | 1.730 | 1.730 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 4.880 | 4.880 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.976 | 14.873 |
Price to Book | 3.396 | 2.088 |
Price to Sales | 2.359 | 1.344 |
Price to Cash Flow | 14.142 | 8.591 |
Dividend Yield | 1.981 | 2.907 |
5 Years Earnings Growth | 9.204 | 10.585 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.300 | 14.644 |
Consumer Cyclical | 14.120 | 12.299 |
Consumer Defensive | 13.040 | 9.050 |
Healthcare | 11.310 | 12.923 |
Financial Services | 10.620 | 16.056 |
Industrials | 10.570 | 14.079 |
Basic Materials | 9.580 | 6.437 |
Communication Services | 6.770 | 5.659 |
Energy | 4.450 | 4.808 |
Utilities | 0.120 | 4.087 |
Real Estate | 0.090 | 1.868 |
Number of long holdings: 58
Number of short holdings: 2
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lazard Euro Short Term Money Market A | FR0007498480 | 17.41 | - | - | |
Lazard Actions Américaines PC H EUR | FR0013254331 | 11.14 | - | - | |
Lazard Actions Américaines PC EUR | FR0007074695 | 7.13 | - | - | |
Lazard Credit Opportunities PVC EUR | FR0013432143 | 4.23 | 1,215.680 | +0.01% | |
Lazard Euro Short Duration SRI IC | FR0000027609 | 4.09 | - | - | |
Lazard Credit 2024 PC H-EUR | FR0013399789 | 4.06 | - | - | |
Ofi Financial Investment - Precious Metals RF | FR0013304441 | 3.89 | 1,221.250 | +1.48% | |
Lazard Gestion Flexible Obligataire P | FR0012790160 | 3.86 | - | - | |
Hermes International | FR0000052292 | 2.37 | 2,280.00 | -0.26% | |
Lazard Sustainable Credit 2025 PC H EUR | FR0013444908 | 2.37 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Objectif Patrimoine Croissance | 769.85M | 3.47 | 5.62 | 6.25 | ||
Objectif Small Caps Euro A | 703.94M | 3.07 | 1.02 | 5.46 | ||
FR0000003998 | 729.29M | 7.56 | 9.41 | 7.17 | ||
CNP Actions EMU LF A | 648.79M | 3.43 | 5.85 | 6.42 | ||
FR0000299356 | 369.25M | 5.04 | 0.76 | 5.14 |
Are you sure you want to block %USER_NAME%?
By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.
%USER_NAME% was successfully added to your Block List
Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.
I feel that this comment is:
Thank You!
Your report has been sent to our moderators for review