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
1476
$0 ﹤0.01%
3
-5,222
1477
– –
-6,004
1478
– –
-76,008
1479
– –
-296,683
1480
– –
-112,100
1481
– –
-56,580
1482
$0 ﹤0.01%
+85
1483
– –
-21,493
1484
– –
-120,580
1485
$0 ﹤0.01%
+46
1486
– –
-456,768
1487
– –
-63,790
1488
– –
-4,395
1489
– –
-15,184
1490
– –
-23,801
1491
– –
-4,900
1492
– –
-5,400
1493
– –
-22,942
1494
– –
-27,013
1495
– –
-68,591
1496
– –
-74,530
1497
– –
-170,597
1498
– –
-134,400
1499
– –
-20,534
1500
– –
-18,926
57 58 59
60
61