Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $74.2B
1-Year Est. Return 16.16%
This Quarter Est. Return
1 Year Est. Return
+16.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$81.2B
AUM Growth
+$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1
+$404M
2
+$295M
3
+$241M
4
UNH icon
UnitedHealth
UNH
+$235M
5
SCHW icon
Charles Schwab
SCHW
+$232M

Top Sells

1
+$312M
2
+$292M
3
+$283M
4
FISV
Fiserv Inc
FISV
+$185M
5
CRM icon
Salesforce
CRM
+$179M

Sector Composition

1 Technology 19.56%
2 Healthcare 13.87%
3 Financials 13.29%
4 Industrials 12.02%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$29.4M 0.04%
408,525
+63,268
227
$29.3M 0.04%
622,473
+136,899
228
$29.2M 0.04%
395,541
+38,709
229
$28.9M 0.04%
681,309
+117,862
230
$28.6M 0.04%
374,443
+352,755
231
$28.4M 0.04%
410,995
+214,545
232
$28.1M 0.03%
383,142
-151,491
233
$27.7M 0.03%
240,735
+20,857
234
$27.6M 0.03%
107,695
+10,986
235
$27.6M 0.03%
187,032
+126,657
236
$27.4M 0.03%
93,832
-3,049
237
$27.3M 0.03%
226,660
-23,287
238
$27.1M 0.03%
96,758
-10,477
239
$27.1M 0.03%
250,550
+191,062
240
$26.8M 0.03%
78,347
-34,054
241
$26.7M 0.03%
185,551
+24,325
242
$26.6M 0.03%
3,692,291
+195,196
243
$26.5M 0.03%
176,637
-2,503
244
$26.4M 0.03%
3,732,329
+367,511
245
$26.4M 0.03%
311,928
+127,764
246
$26.3M 0.03%
143,164
-3,674
247
$26.2M 0.03%
383,866
+31,369
248
$26M 0.03%
613,761
+13,066
249
$25.6M 0.03%
150,521
-1,667,777
250
$25.5M 0.03%
234,188
+11,936
8 9
10
11 12