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
$68.4B
AUM Growth
-$6.42B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,627
New
Increased
Reduced
Closed

Top Buys

1
+$433M
2
+$286M
3
+$265M
4
EFX icon
Equifax
EFX
+$253M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$240M

Top Sells

1
+$710M
2
+$574M
3
+$480M
4
MRVL icon
Marvell Technology
MRVL
+$377M
5
WFC icon
Wells Fargo
WFC
+$333M

Sector Composition

1 Technology 26.04%
2 Financials 14.64%
3 Healthcare 12%
4 Industrials 10.54%
5 Consumer Discretionary 9.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
74
-58,262
2002
$2K ﹤0.01%
+24
2003
$2K ﹤0.01%
42
2004
$2K ﹤0.01%
310
-75
2005
$2K ﹤0.01%
38
-329
2006
$2K ﹤0.01%
32
2007
$2K ﹤0.01%
+228
2008
$2K ﹤0.01%
+1,255
2009
$2K ﹤0.01%
161
+125
2010
$2K ﹤0.01%
368
+216
2011
$2K ﹤0.01%
+943
2012
$2K ﹤0.01%
54
2013
$2K ﹤0.01%
162
-31
2014
$2K ﹤0.01%
58
+3
2015
$2K ﹤0.01%
+285
2016
$2K ﹤0.01%
217
2017
$2K ﹤0.01%
133
-33,145
2018
$2K ﹤0.01%
+34
2019
$2K ﹤0.01%
1,705
-1,158
2020
$1K ﹤0.01%
+148
2021
$1K ﹤0.01%
160
-145
2022
$1K ﹤0.01%
13
2023
$1K ﹤0.01%
31
-1,515
2024
$1K ﹤0.01%
8
2025
$1K ﹤0.01%
4
79 80
81
82 83