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%
369
-15,836
2002
$1K ﹤0.01%
19
-709
2003
$1K ﹤0.01%
+149
2004
$1K ﹤0.01%
+128
2005
$1K ﹤0.01%
152
-797
2006
$1K ﹤0.01%
124
-14,209
2007
$1K ﹤0.01%
56
2008
$1K ﹤0.01%
12
-6
2009
$1K ﹤0.01%
29
-2,316
2010
$1K ﹤0.01%
378
2011
$1K ﹤0.01%
1,106
+20
2012
$1K ﹤0.01%
+1,018
2013
$1K ﹤0.01%
114
-12
2014
$1K ﹤0.01%
41
-1,087
2015
$1K ﹤0.01%
50
-1,002,900
2016
$1K ﹤0.01%
116
2017
$1K ﹤0.01%
16
2018
$1K ﹤0.01%
5
-214
2019
$1K ﹤0.01%
70
-24
2020
$1K ﹤0.01%
96
+20
2021
$1K ﹤0.01%
57
2022
$1K ﹤0.01%
+46
2023
$1K ﹤0.01%
29
-842
2024
$1K ﹤0.01%
32
-12,658
2025
$1K ﹤0.01%
46
-786
79 80
81
82 83