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
$72.6B
AUM Growth
+$4.15B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,667
New
Increased
Reduced
Closed

Top Buys

1
+$418M
2
+$355M
3
+$293M
4
EXC icon
Exelon
EXC
+$265M
5
WFC icon
Wells Fargo
WFC
+$199M

Top Sells

1
+$554M
2
+$350M
3
+$274M
4
LOW icon
Lowe's Companies
LOW
+$265M
5
CSCO icon
Cisco
CSCO
+$245M

Sector Composition

1 Technology 17.23%
2 Financials 14.51%
3 Healthcare 14.22%
4 Industrials 11.72%
5 Consumer Discretionary 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$7K ﹤0.01%
+54
2002
$7K ﹤0.01%
+3,752
2003
$7K ﹤0.01%
124
-35
2004
$7K ﹤0.01%
152
2005
$7K ﹤0.01%
+212
2006
$7K ﹤0.01%
325
2007
$7K ﹤0.01%
76
+7
2008
$7K ﹤0.01%
280
2009
– –
0
2010
$7K ﹤0.01%
271
-206
2011
$7K ﹤0.01%
819
2012
$7K ﹤0.01%
305
2013
$7K ﹤0.01%
+3,645
2014
$7K ﹤0.01%
+860
2015
$7K ﹤0.01%
+315
2016
$7K ﹤0.01%
+1,339
2017
$6K ﹤0.01%
+49
2018
$6K ﹤0.01%
+100
2019
$6K ﹤0.01%
1,972
-45,017
2020
$6K ﹤0.01%
200
-528
2021
$6K ﹤0.01%
216
+19
2022
$6K ﹤0.01%
682
2023
– –
0
2024
$6K ﹤0.01%
+212
2025
$5K ﹤0.01%
49
+17
79 80
81
82 83