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Name | Net % | Long % | Short % |
---|---|---|---|
Cash | 12.700 | 21.660 | 8.960 |
Stocks | 53.510 | 53.510 | 0.000 |
Bonds | 25.790 | 29.600 | 3.810 |
Convertible | 1.710 | 1.710 | 0.000 |
Preferred | 0.070 | 0.070 | 0.000 |
Other | 6.220 | 6.220 | 0.000 |
Ratios | Value | Category Average |
---|---|---|
P/E Ratio | 19.594 | 14.844 |
Price to Book | 3.271 | 2.082 |
Price to Sales | 2.362 | 1.346 |
Price to Cash Flow | 13.784 | 8.585 |
Dividend Yield | 2.035 | 2.915 |
5 Years Earnings Growth | 9.387 | 10.604 |
Name | Net % | Category Average |
---|---|---|
Technology | 19.650 | 14.606 |
Consumer Cyclical | 13.590 | 12.304 |
Consumer Defensive | 12.830 | 9.063 |
Financial Services | 11.290 | 16.100 |
Healthcare | 10.830 | 12.961 |
Industrials | 10.700 | 14.086 |
Basic Materials | 9.300 | 6.407 |
Communication Services | 6.890 | 5.674 |
Energy | 4.710 | 4.819 |
Utilities | 0.120 | 4.098 |
Real Estate | 0.090 | 1.835 |
Number of long holdings: 60
Number of short holdings: 3
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Lazard Euro Short Term Money Market A | FR0007498480 | 15.59 | - | - | |
Lazard Actions Américaines PC H EUR | FR0013254331 | 10.91 | - | - | |
Lazard Actions Américaines PC EUR | FR0007074695 | 7.06 | - | - | |
Lazard Credit Opportunities PVC EUR | FR0013432143 | 4.22 | 1,223.070 | -0.09% | |
Ofi Financial Investment - Precious Metals RF | FR0013304441 | 4.16 | 1,248.700 | -0.14% | |
Lazard Credit 2024 PC H-EUR | FR0013399789 | 4.11 | - | - | |
Lazard Euro Short Duration SRI IC | FR0000027609 | 4.11 | - | - | |
Lazard Gestion Flexible Obligataire P | FR0012790160 | 3.90 | - | - | |
Lazard Sustainable Credit 2025 PC H EUR | FR0013444908 | 2.40 | - | - | |
Hermes International | FR0000052292 | 2.27 | 2,295.00 | +0.53% |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Objectif Patrimoine Croissance | 773.54M | 3.47 | 5.62 | 6.25 | ||
Objectif Small Caps Euro A | 708.8M | 3.07 | 1.02 | 5.46 | ||
FR0000003998 | 733.1M | 7.56 | 9.41 | 7.17 | ||
CNP Actions EMU LF A | 650.91M | 3.43 | 5.85 | 6.42 | ||
FR0000299356 | 371.13M | 5.04 | 0.76 | 5.14 |
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