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
$88.6B
AUM Growth
-$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,373
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$273M
3
+$176M
4
STVN icon
Stevanato
STVN
+$150M
5
LUV icon
Southwest Airlines
LUV
+$145M

Top Sells

1
+$861M
2
+$359M
3
+$330M
4
DLTR icon
Dollar Tree
DLTR
+$238M
5
LOW icon
Lowe's Companies
LOW
+$234M

Sector Composition

1 Technology 19.9%
2 Healthcare 14.62%
3 Financials 14.21%
4 Consumer Discretionary 9.21%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-20,000
1952
– –
-1,597
1953
– –
-1,646
1954
– –
-309
1955
– –
-7,631
1956
– –
-2,300
1957
– –
-3,428
1958
– –
-33,700
1959
– –
-281
1960
– –
-3,000
1961
– –
-3,827
1962
– –
-481
1963
– –
0
1964
– –
-270
1965
– –
-1,518
1966
– –
-30,000
1967
– –
-1,965
1968
$0 ﹤0.01%
2
1969
– –
-731
1970
– –
-2,000
1971
– –
-19,893
1972
– –
-3,634
1973
– –
-4,618
1974
– –
-631
1975
– –
-3,337
77 78
79
80 81