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
$60.9B
AUM Growth
-$821M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,643
New
Increased
Reduced
Closed

Top Buys

1
+$483M
2
+$231M
3
+$212M
4
BA icon
Boeing
BA
+$178M
5
CAT icon
Caterpillar
CAT
+$156M

Top Sells

1
+$281M
2
+$258M
3
+$238M
4
CVX icon
Chevron
CVX
+$234M
5
CFG icon
Citizens Financial Group
CFG
+$189M

Sector Composition

1 Technology 18.88%
2 Healthcare 15.67%
3 Financials 13.2%
4 Industrials 13.12%
5 Communication Services 10.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20.2M 0.03%
585,451
-488,670
302
$20.1M 0.03%
204,018
+157,784
303
$20.1M 0.03%
1,035,850
+18,725
304
$20.1M 0.03%
127,213
-8,339
305
$20M 0.03%
343,580
-929
306
$20M 0.03%
727,704
307
$19.8M 0.03%
504,346
+180,771
308
$19.7M 0.03%
496,977
+232,983
309
$19M 0.03%
858,526
+327,077
310
$18.8M 0.03%
93,978
+54,789
311
$18.6M 0.03%
62,487
-43,599
312
$18.5M 0.03%
195,963
-1,574,649
313
$18M 0.03%
136,026
+90,419
314
$17.7M 0.03%
218,228
-20,896
315
$17.6M 0.03%
694,521
-471
316
$17.6M 0.03%
107,477
+106,828
317
$17.6M 0.03%
328,382
-6,676
318
$17.4M 0.03%
2,499,975
+97,675
319
$17.4M 0.03%
307,967
+307,300
320
– –
0
321
$17.1M 0.03%
364,141
+264,589
322
$16.8M 0.03%
311,567
+108,923
323
$16.7M 0.03%
153,586
-716
324
$16.2M 0.03%
260,960
-18,168
325
$16M 0.03%
165,626
-281
11 12
13
14 15