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
301
$18.8M 0.02%
462,338
-201,417
302
$18.7M 0.02%
316,732
+17,549
303
$18.5M 0.02%
511,336
-24,863
304
$18.4M 0.02%
313,553
-11,248
305
$18.3M 0.02%
319,056
-3,047
306
– –
0
307
$18M 0.02%
528,641
+158,881
308
$17.9M 0.02%
89,722
+16,413
309
$17.9M 0.02%
161,961
-11,081
310
$17.8M 0.02%
143,048
-200,228
311
$17.7M 0.02%
75,294
+9,721
312
$17.7M 0.02%
13,763
+13,715
313
$17.6M 0.02%
209,999
+204,912
314
$17.4M 0.02%
223,877
+209,578
315
$17.4M 0.02%
754,862
+22,613
316
$17.4M 0.02%
1,051,637
+317,239
317
$17.3M 0.02%
588,030
-426,856
318
$17.2M 0.02%
87,736
-1,812
319
$17.2M 0.02%
745,395
+7,111
320
$17M 0.02%
203,623
+14,171
321
$17M 0.02%
625,924
+17,009
322
$17M 0.02%
94,901
+7,939
323
$16.9M 0.02%
154,603
-6,439
324
$16.9M 0.02%
366,129
+49,717
325
$16.6M 0.02%
2,119,083
11 12
13
14 15