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
$73.5B
AUM Growth
-$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$220M
3
+$219M
4
FIS icon
Fidelity National Information Services
FIS
+$160M
5
KVUE icon
Kenvue
KVUE
+$151M

Top Sells

1
+$517M
2
+$430M
3
+$189M
4
WFC icon
Wells Fargo
WFC
+$189M
5
BAC icon
Bank of America
BAC
+$184M

Sector Composition

1 Technology 19.75%
2 Healthcare 13.74%
3 Financials 13.34%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
59
-666
2002
$1K ﹤0.01%
103
-3,664
2003
$1K ﹤0.01%
13
2004
$1K ﹤0.01%
+69
2005
$1K ﹤0.01%
238
-24,369
2006
$1K ﹤0.01%
11
2007
$1K ﹤0.01%
221
2008
$1K ﹤0.01%
19
2009
$1K ﹤0.01%
+766
2010
$1K ﹤0.01%
10
2011
$1K ﹤0.01%
44
-998
2012
$1K ﹤0.01%
28
+13
2013
$1K ﹤0.01%
46
2014
$1K ﹤0.01%
4
2015
$1K ﹤0.01%
22
2016
$1K ﹤0.01%
+13
2017
$1K ﹤0.01%
56
+16
2018
$1K ﹤0.01%
129
+10
2019
$1K ﹤0.01%
86
-1,149
2020
$1K ﹤0.01%
7
-660
2021
$1K ﹤0.01%
8
-1
2022
$1K ﹤0.01%
159
-20
2023
$1K ﹤0.01%
205
-100,558
2024
$1K ﹤0.01%
14
+6
2025
$1K ﹤0.01%
50
-10,638
79 80
81
82 83