Lazard US Equity Concentrated Portfolio Open Shares (LEVOX) - Large Blend fund with $31.69 Million in assets. The fund allocates 64.69% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Marvell Technology Inc at 11.65% of total assets. This is followed by Amazon.com Inc (9.05%) and Broadcom Inc (6.39%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Marvell Technology Inc | 11.65% | - | - |
| Amazon.com Inc | 9.05% | - | - |
| Broadcom Inc | 6.39% | - | - |
| Crown Castle Inc | 6.16% | - | - |
| Oracle Corp | 5.75% | - | - |
| UnitedHealth Group Inc | 5.07% | - | - |
| Intercontinental Exchange Inc | 6.34% | - | - |
| SP Global Inc | 4.84% | - | - |
| Waste Management Inc | 4.75% | - | - |
| Visa Inc | 4.69% | - | - |
| Charles Schwab Corp/The | 8.60% | - | - |
| Coherent Corp | 4.91% | - | - |
| First American Financial Corp | 4.59% | - | - |
| Boeing Co/The | 5.39% | - | - |
| Corpay Inc | 5.12% | - | - |
| Thor Industries Inc | 4.89% | - | - |
| Onto Innovation Inc | 4.79% | - | - |
| DigitalOcean Holdings Inc | 9.16% | - | - |
| Microsoft Corp | 7.07% | - | - |
| Floor Decor Holdings Inc | 6.78% | - | - |
| First Watch Restaurant Group Inc | 6.03% | - | - |
| Eli Lilly Co | 4.74% | - | - |
| Alphabet Inc | 4.72% | - | - |