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
1401
– –
-1,688
1402
$0 ﹤0.01%
+132
1403
– –
-5,349
1404
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-85,683
1405
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-11,678
1406
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-19,827
1407
– –
-57,149
1408
– –
-130
1409
– –
-9,640
1410
– –
-138,301
1411
$0 ﹤0.01%
+25
1412
– –
-46,999
1413
– –
-9,157
1414
– –
-39,757
1415
– –
-10,300
1416
– –
-12,923
1417
– –
-13,047
1418
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-82,247
1419
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-584,100
1420
– –
-14,276
1421
– –
-58,176
1422
– –
-7,775
1423
– –
-152,558
1424
– –
-48
1425
– –
-46,795
55 56
57
58 59