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
$74.8B
AUM Growth
-$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,532
New
Increased
Reduced
Closed

Top Buys

1
+$247M
2
+$236M
3
+$212M
4
MDT icon
Medtronic
MDT
+$191M
5
MRVL icon
Marvell Technology
MRVL
+$177M

Top Sells

1
+$540M
2
+$460M
3
+$448M
4
MSFT icon
Microsoft
MSFT
+$439M
5
AEP icon
American Electric Power
AEP
+$388M

Sector Composition

1 Technology 25.58%
2 Financials 14.16%
3 Healthcare 13.43%
4 Consumer Discretionary 9.58%
5 Industrials 9.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$1K ﹤0.01%
+277
2002
$1K ﹤0.01%
191
2003
$1K ﹤0.01%
25
-232,543
2004
$1K ﹤0.01%
1,182
+124
2005
$1K ﹤0.01%
79
-28,182
2006
$1K ﹤0.01%
198
-25,787
2007
$1K ﹤0.01%
6
2008
$1K ﹤0.01%
11
2009
$1K ﹤0.01%
221
2010
$1K ﹤0.01%
+1,217
2011
$1K ﹤0.01%
15
-2
2012
$1K ﹤0.01%
+24
2013
$1K ﹤0.01%
13
2014
$1K ﹤0.01%
216
+48
2015
$1K ﹤0.01%
500
-35
2016
$1K ﹤0.01%
58
-2,065
2017
$1K ﹤0.01%
490
-107,413
2018
$1K ﹤0.01%
8
-449
2019
$1K ﹤0.01%
+134
2020
$1K ﹤0.01%
148
-13,181
2021
$1K ﹤0.01%
39
-13,920
2022
$1K ﹤0.01%
369
-15,836
2023
$1K ﹤0.01%
19
-709
2024
$1K ﹤0.01%
+149
2025
$1K ﹤0.01%
+128
79 80
81
82 83