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
1976
– –
-112
1977
– –
-1,313
1978
– –
-2,170
1979
$0 ﹤0.01%
1
1980
– –
-62,039
1981
– –
-41,913
1982
– –
-1,094
1983
– –
-720
1984
– –
-20,107
1985
– –
-2,433
1986
– –
-3,055
1987
– –
-4,529
1988
– –
-2,631
1989
– –
-349
1990
– –
-839
1991
– –
-44,713
1992
– –
-592
1993
– –
-4,664
1994
– –
-14,213
1995
– –
-3,798
1996
– –
-416
1997
– –
-469
1998
– –
-1,739
1999
– –
-8,624
2000
– –
-2,548
78 79
80
81 82