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

Top Buys

1
+$301M
2
+$252M
3
+$251M
4
KVUE icon
Kenvue
KVUE
+$174M
5
FIS icon
Fidelity National Information Services
FIS
+$166M

Top Sells

1
+$547M
2
+$459M
3
+$203M
4
WFC icon
Wells Fargo
WFC
+$199M
5
BAC icon
Bank of America
BAC
+$199M

Sector Composition

1 Technology 19.75%
2 Healthcare 13.74%
3 Financials 13.36%
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%
+766
2002
$1K ﹤0.01%
10
2003
$1K ﹤0.01%
44
-998
2004
$1K ﹤0.01%
28
+13
2005
$1K ﹤0.01%
46
2006
$1K ﹤0.01%
4
2007
$1K ﹤0.01%
22
2008
$1K ﹤0.01%
59
-666
2009
$1K ﹤0.01%
103
-3,664
2010
$1K ﹤0.01%
13
2011
$1K ﹤0.01%
+69
2012
$1K ﹤0.01%
238
-24,369
2013
$1K ﹤0.01%
10
2014
$1K ﹤0.01%
129
+10
2015
$1K ﹤0.01%
86
-1,149
2016
$1K ﹤0.01%
11
2017
$1K ﹤0.01%
221
2018
$1K ﹤0.01%
7
-660
2019
$1K ﹤0.01%
8
-1
2020
$1K ﹤0.01%
159
-20
2021
$1K ﹤0.01%
205
-100,558
2022
$1K ﹤0.01%
14
+6
2023
$1K ﹤0.01%
50
-10,638
2024
$1K ﹤0.01%
57
2025
$1K ﹤0.01%
56
79 80
81
82 83