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
2001
– –
-223
2002
– –
-4,931
2003
– –
-8,368
2004
– –
-2,757
2005
– –
-34,657
2006
– –
-1,220
2007
– –
-550
2008
– –
-2,395
2009
– –
-1,173
2010
– –
-2,738
2011
– –
-1,837
2012
– –
-826
2013
– –
-78,874
2014
– –
-1,531
2015
– –
-21,267
2016
– –
-847
2017
– –
-2,437
2018
– –
-794
2019
– –
-365
2020
– –
-1,706
2021
– –
-504
2022
– –
-2,273
2023
– –
-1,030
2024
– –
-1,531
2025
– –
-12,149
79 80
81
82 83