Lazard Asset Management

Lazard Asset Management Portfolio holdings

AUM $58.9B
1-Year Est. Return 21.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.09%
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
+$1.24B
2
+$265M
3
+$188M
4
LUV icon
Southwest Airlines
LUV
+$143M
5
STVN icon
Stevanato
STVN
+$140M

Top Sells

1
+$896M
2
+$370M
3
+$326M
4
DLTR icon
Dollar Tree
DLTR
+$239M
5
LOW icon
Lowe's Companies
LOW
+$230M

Sector Composition

1 Technology 19.9%
2 Healthcare 14.62%
3 Financials 14.22%
4 Consumer Discretionary 9.21%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1951
– –
-932
1952
– –
-12,338
1953
– –
-10,529
1954
– –
-56,250
1955
– –
-20,000
1956
– –
-1,597
1957
– –
-1,646
1958
– –
-309
1959
– –
-7,631
1960
– –
-2,300
1961
– –
-3,428
1962
– –
-33,700
1963
– –
-281
1964
– –
-3,000
1965
– –
-3,827
1966
– –
-1,518
1967
– –
-30,000
1968
– –
-1,965
1969
$0 ﹤0.01%
2
1970
– –
-2,000
1971
– –
-19,893
1972
– –
-3,634
1973
– –
-4,618
1974
– –
-18,100
1975
– –
-5,088
77 78
79
80 81