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
$73.9B
AUM Growth
-$12.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1
+$729M
2
+$601M
3
+$447M
4
WFC icon
Wells Fargo
WFC
+$276M
5
CSX icon
CSX Corp
CSX
+$255M

Top Sells

1
+$531M
2
+$257M
3
+$246M
4
PEP icon
PepsiCo
PEP
+$244M
5
CL icon
Colgate-Palmolive
CL
+$195M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.98%
3 Financials 13.27%
4 Industrials 10.94%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
– –
0
2002
– –
0
2003
– –
0
2004
$8K ﹤0.01%
500
-8,300
2005
$8K ﹤0.01%
+178
2006
$8K ﹤0.01%
1,143
+1,029
2007
$7K ﹤0.01%
904
+755
2008
$7K ﹤0.01%
513
2009
$7K ﹤0.01%
79
2010
– –
0
2011
– –
0
2012
$7K ﹤0.01%
+403
2013
$7K ﹤0.01%
713
-52
2014
$7K ﹤0.01%
682
+299
2015
– –
0
2016
$6K ﹤0.01%
325
-873
2017
$6K ﹤0.01%
191
+39
2018
$6K ﹤0.01%
228
-149
2019
$6K ﹤0.01%
449
-3
2020
$6K ﹤0.01%
280
2021
$6K ﹤0.01%
638
2022
$6K ﹤0.01%
113
-588
2023
$5K ﹤0.01%
+141
2024
$5K ﹤0.01%
+27
2025
$5K ﹤0.01%
17
79 80
81
82 83