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

Top Buys

1
+$404M
2
+$295M
3
+$241M
4
UNH icon
UnitedHealth
UNH
+$235M
5
SCHW icon
Charles Schwab
SCHW
+$232M

Top Sells

1
+$312M
2
+$292M
3
+$283M
4
FISV
Fiserv Inc
FISV
+$185M
5
CRM icon
Salesforce
CRM
+$179M

Sector Composition

1 Technology 19.56%
2 Healthcare 13.87%
3 Financials 13.29%
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
– –
0
2003
$2K ﹤0.01%
+119
2004
$2K ﹤0.01%
930
+35
2005
$2K ﹤0.01%
+153
2006
$2K ﹤0.01%
41
-27
2007
$2K ﹤0.01%
221
+57
2008
$2K ﹤0.01%
8
-1,487
2009
$2K ﹤0.01%
27
-1,904
2010
$2K ﹤0.01%
13
-79
2011
$2K ﹤0.01%
28
2012
$2K ﹤0.01%
28
2013
$2K ﹤0.01%
144
-725
2014
$2K ﹤0.01%
145
-43
2015
$2K ﹤0.01%
63
-94
2016
$2K ﹤0.01%
179
2017
$2K ﹤0.01%
57
-6
2018
$2K ﹤0.01%
229
-38
2019
– –
0
2020
$1K ﹤0.01%
96
2021
$1K ﹤0.01%
19
2022
$1K ﹤0.01%
46
-19
2023
$1K ﹤0.01%
4
-1
2024
$1K ﹤0.01%
22
2025
$1K ﹤0.01%
40
79 80
81
82 83