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
$81.2B
AUM Growth
+$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1
+$410M
2
+$309M
3
+$239M
4
JNJ icon
Johnson & Johnson
JNJ
+$235M
5
SCHW icon
Charles Schwab
SCHW
+$214M

Top Sells

1
+$330M
2
+$330M
3
+$284M
4
CRM icon
Salesforce
CRM
+$173M
5
FISV
Fiserv Inc
FISV
+$173M

Sector Composition

1 Technology 19.56%
2 Healthcare 13.87%
3 Financials 13.3%
4 Industrials 12.02%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$3K ﹤0.01%
59
2002
$2K ﹤0.01%
63
-94
2003
$2K ﹤0.01%
145
-43
2004
$2K ﹤0.01%
28
2005
$2K ﹤0.01%
28
2006
$2K ﹤0.01%
144
-725
2007
– –
0
2008
$2K ﹤0.01%
+119
2009
$2K ﹤0.01%
930
+35
2010
$2K ﹤0.01%
+153
2011
$2K ﹤0.01%
41
-27
2012
$2K ﹤0.01%
221
+57
2013
$2K ﹤0.01%
179
2014
$2K ﹤0.01%
57
-6
2015
$2K ﹤0.01%
229
-38
2016
$2K ﹤0.01%
8
-1,487
2017
$2K ﹤0.01%
27
-1,904
2018
$2K ﹤0.01%
13
-79
2019
– –
0
2020
$1K ﹤0.01%
67
2021
$1K ﹤0.01%
9
-14
2022
$1K ﹤0.01%
3
-951
2023
$1K ﹤0.01%
18
-2,184
2024
$1K ﹤0.01%
96
2025
$1K ﹤0.01%
19
79 80
81
82 83