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
$65.1B
AUM Growth
-$3.23B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,655
New
Increased
Reduced
Closed

Top Buys

1
+$350M
2
+$280M
3
+$206M
4
CRM icon
Salesforce
CRM
+$167M
5
EFX icon
Equifax
EFX
+$156M

Top Sells

1
+$510M
2
+$317M
3
+$314M
4
CVS icon
CVS Health
CVS
+$269M
5
HON icon
Honeywell
HON
+$232M

Sector Composition

1 Technology 24.37%
2 Financials 15.1%
3 Healthcare 11.44%
4 Industrials 11.07%
5 Consumer Discretionary 9.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2001
$2K ﹤0.01%
18
+13
2002
$2K ﹤0.01%
375
2003
$2K ﹤0.01%
58
+7
2004
$2K ﹤0.01%
69
2005
$2K ﹤0.01%
+419
2006
$1K ﹤0.01%
+48
2007
$1K ﹤0.01%
54
2008
$1K ﹤0.01%
21
-17,837
2009
$1K ﹤0.01%
419
+334
2010
$1K ﹤0.01%
162
2011
$1K ﹤0.01%
813
+56
2012
$1K ﹤0.01%
1,203
-4,615
2013
$1K ﹤0.01%
1,131
-1,333
2014
$1K ﹤0.01%
169
+63
2015
$1K ﹤0.01%
230
+181
2016
$1K ﹤0.01%
527
+198
2017
$1K ﹤0.01%
1,277
+446
2018
$1K ﹤0.01%
1,224
+1,029
2019
$1K ﹤0.01%
22
2020
$1K ﹤0.01%
618
-21,576
2021
$1K ﹤0.01%
74
2022
$1K ﹤0.01%
15
2023
$1K ﹤0.01%
+40
2024
$1K ﹤0.01%
+16
2025
$1K ﹤0.01%
264
+75
79 80
81
82 83