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
$79B
AUM Growth
+$5.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,612
New
Increased
Reduced
Closed

Top Buys

1
+$574M
2
+$284M
3
+$187M
4
CVS icon
CVS Health
CVS
+$177M
5
MCD icon
McDonald's
MCD
+$151M

Top Sells

1
+$422M
2
+$213M
3
+$192M
4
NSC icon
Norfolk Southern
NSC
+$183M
5
CYBR icon
CyberArk
CYBR
+$168M

Sector Composition

1 Technology 20.99%
2 Financials 14.11%
3 Healthcare 13.38%
4 Industrials 11.47%
5 Consumer Discretionary 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
4
2002
$1K ﹤0.01%
274
2003
$1K ﹤0.01%
22
2004
$1K ﹤0.01%
13
2005
$1K ﹤0.01%
+15
2006
$1K ﹤0.01%
+230
2007
$1K ﹤0.01%
+222
2008
$1K ﹤0.01%
31
-3,321
2009
$1K ﹤0.01%
22
-5,330
2010
$1K ﹤0.01%
+1,251
2011
$1K ﹤0.01%
+938
2012
$1K ﹤0.01%
12
2013
$1K ﹤0.01%
72
2014
$1K ﹤0.01%
103
2015
$1K ﹤0.01%
15
2016
$1K ﹤0.01%
+46
2017
$1K ﹤0.01%
13
2018
$1K ﹤0.01%
+60
2019
$1K ﹤0.01%
14
+4
2020
$1K ﹤0.01%
102
+47
2021
$1K ﹤0.01%
11
2022
$1K ﹤0.01%
+56
2023
$1K ﹤0.01%
+58
2024
$1K ﹤0.01%
8
-1,508
2025
$1K ﹤0.01%
10
79 80
81
82 83