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
26
$739M 0.91%
16,710,148
+1,788,930
27
$727M 0.89%
7,012,403
+1,114,513
28
$720M 0.89%
3,829,197
+73,765
29
$708M 0.87%
17,371,666
+9,923,059
30
$683M 0.84%
13,191,151
+1,385,505
31
$668M 0.82%
6,615,179
+1,511,288
32
$665M 0.82%
3,430,786
+134,078
33
$639M 0.79%
4,423,444
-1,127,648
34
$631M 0.78%
2,809,074
+76,078
35
$621M 0.76%
2,164,040
-379,053
36
$616M 0.76%
8,305,011
-222,211
37
$602M 0.74%
14,167,260
+382,086
38
$579M 0.71%
4,787,452
-156,243
39
$570M 0.7%
6,471,962
+802,936
40
$557M 0.69%
13,054,440
-10,808
41
$523M 0.64%
6,419,141
-500,626
42
$515M 0.63%
2,437,079
-848,325
43
$507M 0.62%
1,631,842
+153,822
44
$497M 0.61%
9,192,578
-2,226,793
45
$485M 0.6%
2,818,201
+74,652
46
$474M 0.58%
1,181,698
-44,901
47
$438M 0.54%
10,364,800
-3,235,600
48
$434M 0.53%
2,207,890
+145,521
49
$417M 0.51%
2,012,113
-50,980
50
$404M 0.5%
29,221,292
+2,582,327
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