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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 16.090 | 19.910 | 3.820 |
Shares | 58.190 | 58.980 | 0.790 |
Bonds | 24.800 | 27.900 | 3.100 |
Convertible | 0.770 | 0.770 | 0.000 |
Preferred | 0.050 | 0.050 | 0.000 |
Other | 0.110 | 0.110 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 20.572 | 15.502 |
Price to Book | 3.563 | 2.168 |
Price to Sales | 2.610 | 1.505 |
Price to Cash Flow | 14.157 | 8.918 |
Dividend Yield | 1.977 | 3.105 |
5 Years Earnings Growth | 7.734 | 9.478 |
Name | Net % | Category Average |
---|---|---|
Technology | 21.950 | 15.010 |
Industrials | 13.450 | 14.883 |
Consumer Cyclical | 12.840 | 11.503 |
Healthcare | 12.740 | 12.474 |
Financial Services | 11.010 | 18.106 |
Consumer Defensive | 10.610 | 8.160 |
Basic Materials | 7.670 | 5.912 |
Communication Services | 6.000 | 5.842 |
Energy | 3.460 | 4.197 |
Utilities | 0.140 | 4.174 |
Real Estate | 0.130 | 1.627 |
Number of long holdings: 64
Number of short holdings: 4
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lazard Actions Américaines PC H EUR | FR0013254331 | 13.52 | - | - | |
Lazard Actions Américaines PC EUR | FR0007074695 | 5.64 | - | - | |
BNP Paribas Money 3M IC | FR0000287716 | 4.71 | - | - | |
Lazard Euro Short Term Money Market C | FR0011291657 | 4.69 | - | - | |
Ofi Financial Investment - Precious Metals RF | FR0013304441 | 4.51 | 1,627.670 | +0.17% | |
Lazard Credit Opportunities PVC EUR | FR0013432143 | 4.44 | 1,302.090 | -0.15% | |
Lazard Euro Short Duration IC | FR0000027609 | 4.24 | - | - | |
Lazard Euro Sht Dur High Yld SRI PVC EUR | FR0013507019 | 3.97 | - | - | |
Lazard Sustainable Credit 2025 PC H EUR | FR0013444908 | 2.84 | - | - | |
Lazard High Yield 2029 EC EUR | FR001400NTN5 | 2.52 | - | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
FR0000003998 | 1.1B | 11.02 | 16.03 | 6.96 | ||
Objectif Small Caps Euro A | 799.27M | 16.05 | 8.74 | 4.84 | ||
Objectif Patrimoine Croissance | 724.66M | -0.81 | 5.54 | 4.96 | ||
CNP Actions EMU LF A | 512.28M | 9.17 | 10.28 | 5.83 | ||
Objectif Epargne Diversifie A | 385.06M | -0.89 | 3.67 | 4.46 |
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