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STOCKS
SPY
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NVDA
TSLA
AMZN
BABA
LEVIX
Lazard US Equity Concentrated Portfolio Institutional Shares
Analysis
Analyst Forecasts
Holdings
Dividends
Technical Analysis
Performance
Similar Mutual Funds
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LEVIX Mutual Fund Holdings Information

Holdings Count
20
Total Assets
41.39M
Top 10 Percentage
66.95%
See the full list of holdings, find out what stocks are the most undervalued and get access to the all Mutual Fund's smart score and filters.Go Premium
20 Holdings
20 Holdings as of ―
Name
Weight %
Market Value
Price & Change
Market Cap
Yearly Gain
Analyst Consensus
Analyst Price Target
Smart Score
Follow
MRVL
Marvell Technology Group
11.00%
$4.54M
―
$76.36B
10.58%
22 Buy
9 Hold
0 Sell
Moderate Buy
―
AMZN
Amazon.Com, Inc.
10.75%
$4.43M
―
$2.38T
23.39%
41 Buy
0 Hold
0 Sell
Strong Buy
―
MSFT
Microsoft
7.86%
$3.24M
―
$3.91T
26.18%
33 Buy
0 Hold
0 Sell
Strong Buy
―
DOCN
Digitalocean Holdings, Inc.
6.60%
$2.72M
―
$3.45B
-4.14%
6 Buy
3 Hold
1 Sell
Moderate Buy
―
COHR
Coherent Corp.
6.40%
$2.64M
―
$20.68B
43.00%
11 Buy
3 Hold
0 Sell
Strong Buy
―
FWRG
First Watch Restaurant Group, Inc.
5.08%
$2.10M
―
$1.01B
-2.97%
7 Buy
1 Hold
0 Sell
Strong Buy
―
META
Meta Platforms, Inc.
5.00%
$2.06M
―
$1.67T
14.31%
33 Buy
8 Hold
1 Sell
Strong Buy
―
FAF
First American
4.78%
$1.97M
―
$6.28B
-0.43%
2 Buy
1 Hold
0 Sell
Moderate Buy
―
THO
Thor Industries, Inc.
4.77%
$1.97M
―
$5.44B
-0.22%
2 Buy
9 Hold
0 Sell
Hold
―
LLY
Eli Lilly And Company
4.72%
$1.95M
―
$799.28B
5.36%
18 Buy
4 Hold
0 Sell
Strong Buy
―
Rows:
10

Sector Breakdown

36.27%Technology20.89%Consumer Cyclical12.71%Financial10.47%Healthcare9.44%Communication Services7.14%Industrials3.06%Consumer Defensive36.27%Technology
Technology
36.27%
Consumer Cyclical
20.89%
Financial
12.71%
Healthcare
10.47%
Communication Services
9.44%
Industrials
7.14%
Consumer Defensive
3.06%

Countries Breakdown

99.90%United States99.90%United States
United States
99.90%

Breakdown By Smart Score

27.13%Outperform1012.76%Outperform917.67%Outperform813.90%Neutral710.56%Neutral66.69%Neutral53.80%Neutral47.48%Underperform17
The weighted average smart score of the LEVIX Mutual Fund is 7
10
27.13%
9
12.76%
8
17.67%
7
13.90%
6
10.56%
5
6.69%
4
3.80%
3
0.00%
2
0.00%
1
7.48%

LEVIX Mutual Funds FAQ

What are Mutual Funds LEVIX’s top 3 holdings?
LEVIX’s top 3 holdings are MRVL, AMZN, MSFT.
    What is Mutual Funds LEVIX’s holdings count?
    Mutual Funds LEVIX’s is holdings 20 different assets.
      What are the total assets of Mutual Funds LEVIX?
      Mutual Funds LEVIX’s total assets are 41.39M.
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