Lazard Asset Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SWN
Southwestern Energy Company
SWN
|
+$199M |
| 2 |
Zoetis
ZTS
|
+$161M |
| 3 |
Molson Coors Class B
TAP
|
+$156M |
| 4 |
Lumen
LUMN
|
+$113M |
| 5 |
Baxter International
BAX
|
+$96.4M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Baidu
BIDU
|
+$420M |
| 2 |
America Movil
AMX
|
+$307M |
| 3 |
Microsoft
MSFT
|
+$281M |
| 4 |
Vale
VALE
|
+$219M |
| 5 |
Sysco
SYY
|
+$200M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 14.76% |
| 2 | Communication Services | 14.73% |
| 3 | Technology | 11.81% |
| 4 | Financials | 10.1% |
| 5 | Energy | 9.84% |
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Lazard Asset Management's Q3 2013 Portfolio in Review
As of Q3 2013, Lazard Asset Management held 1,143 positions worth $42.1B, down 0.12% from $42.2B the previous quarter. Its ten largest holdings account for 19% of the portfolio.
Lazard Asset Management withdrew a net $3.58B in Q3 2013, closing 193 positions and reducing 324 holdings. Its most notable exit was Juniper Networks, an estimated $56.9M position sold in full.
By sector, the portfolio is most concentrated in Healthcare at 15% of assets, down from 15% a quarter earlier, followed by Communication Services and Technology.
Against the trend, Lazard Asset Management opened a new position in Eaton worth $63M.
- Lazard Asset Management's largest Q3 2013 buy was Eaton: 915,572 shares worth $63M.
- Lazard Asset Management added most to Southwestern Energy Company in Q3 2013, an estimated $199M increase.
- Lazard Asset Management's biggest Q3 2013 reduction was Baidu, cutting an estimated $420M.
- Lazard Asset Management fully exited Juniper Networks in Q3 2013, selling an estimated $56.9M.
- Lazard Asset Management's ten largest holdings make up 19% of its $42.1B portfolio in Q3 2013.
- Lazard Asset Management opened 85 new positions and closed 193 in Q3 2013.
- Lazard Asset Management's portfolio value fell 0.12% quarter-over-quarter to $42.1B.
Based on Lazard Asset Management's 13F filing for Q3 2013, filed 13 Nov 2013.