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
1001
$328K ﹤0.01%
11,265
-46
1002
$328K ﹤0.01%
125,438
-164,012
1003
$326K ﹤0.01%
18,809
-1,232
1004
$326K ﹤0.01%
1,686
+455
1005
$323K ﹤0.01%
10,688
-121,091
1006
$322K ﹤0.01%
2,674
-170,489
1007
$321K ﹤0.01%
2,686
-2,631
1008
$319K ﹤0.01%
5,176
-32,882
1009
$318K ﹤0.01%
6,677
+1,985
1010
$314K ﹤0.01%
85,456
+7,429
1011
$314K ﹤0.01%
435
-11,361
1012
$314K ﹤0.01%
7,983
-716
1013
$312K ﹤0.01%
2,259
-129
1014
$312K ﹤0.01%
22,558
-7,586
1015
$311K ﹤0.01%
10,160
-3,499
1016
$308K ﹤0.01%
5,836
-186
1017
$305K ﹤0.01%
9,649
+2,028
1018
– –
0
1019
$301K ﹤0.01%
5,838
+1,213
1020
$298K ﹤0.01%
147,534
1021
$298K ﹤0.01%
1,157
1022
$296K ﹤0.01%
+6,349
1023
$295K ﹤0.01%
8,121
+3,248
1024
$294K ﹤0.01%
4,357
+2,987
1025
$294K ﹤0.01%
20,838
+577
39 40
41
42 43