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
2001
– –
-839
2002
– –
-44,713
2003
– –
-592
2004
– –
-4,664
2005
– –
-14,213
2006
– –
-3,798
2007
– –
-416
2008
– –
-469
2009
– –
-1,739
2010
– –
-8,624
2011
– –
-2,548
2012
– –
-223
2013
– –
-4,931
2014
– –
-8,368
2015
– –
-2,757
2016
– –
-34,657
2017
– –
-1,220
2018
– –
-550
2019
– –
-2,395
2020
– –
-792
2021
– –
-672
2022
– –
-654
2023
– –
-1,626
2024
– –
-8,017
2025
– –
-2,506
79 80
81
82 83