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
$94B
AUM Growth
+$5.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$478M
2
+$302M
3
+$243M
4
CL icon
Colgate-Palmolive
CL
+$232M
5
NWE icon
NorthWestern Energy
NWE
+$194M

Top Sells

1
+$525M
2
+$295M
3
+$224M
4
DLTR icon
Dollar Tree
DLTR
+$185M
5
BAX icon
Baxter International
BAX
+$182M

Sector Composition

1 Technology 20.36%
2 Healthcare 14.2%
3 Financials 13.28%
4 Industrials 9.5%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
48
2002
$3K ﹤0.01%
+43
2003
$3K ﹤0.01%
+88
2004
$3K ﹤0.01%
486
-257
2005
$3K ﹤0.01%
197
-8,076
2006
$3K ﹤0.01%
146
-2,915
2007
$3K ﹤0.01%
+211
2008
$3K ﹤0.01%
+24
2009
$2K ﹤0.01%
26
2010
$2K ﹤0.01%
19
2011
$2K ﹤0.01%
+7
2012
$2K ﹤0.01%
4
-2,092
2013
$2K ﹤0.01%
+9
2014
$2K ﹤0.01%
20
-8
2015
$2K ﹤0.01%
+207
2016
$2K ﹤0.01%
+760
2017
$2K ﹤0.01%
133
2018
$2K ﹤0.01%
+40
2019
$2K ﹤0.01%
63
2020
$2K ﹤0.01%
145
-2,368
2021
– –
0
2022
$2K ﹤0.01%
76
-306,818
2023
$2K ﹤0.01%
233
-919
2024
$2K ﹤0.01%
36
-12,707
2025
$2K ﹤0.01%
+36
79 80
81
82 83