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

Top Buys

1
+$365M
2
+$297M
3
+$221M
4
CRM icon
Salesforce
CRM
+$194M
5
EFX icon
Equifax
EFX
+$161M

Top Sells

1
+$582M
2
+$323M
3
+$309M
4
CVS icon
CVS Health
CVS
+$238M
5
HON icon
Honeywell
HON
+$235M

Sector Composition

1 Technology 24.37%
2 Financials 15.12%
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%
943
2002
$2K ﹤0.01%
18
+13
2003
$2K ﹤0.01%
58
+7
2004
$2K ﹤0.01%
69
2005
$2K ﹤0.01%
+419
2006
$1K ﹤0.01%
10
2007
$1K ﹤0.01%
230
+181
2008
$1K ﹤0.01%
527
+198
2009
$1K ﹤0.01%
1,277
+446
2010
$1K ﹤0.01%
70
-36,294
2011
$1K ﹤0.01%
50
2012
$1K ﹤0.01%
318
-144
2013
$1K ﹤0.01%
302
2014
$1K ﹤0.01%
44
-72
2015
$1K ﹤0.01%
76
-36
2016
$1K ﹤0.01%
31
-41
2017
$1K ﹤0.01%
25
2018
$1K ﹤0.01%
837
+627
2019
$1K ﹤0.01%
419
+334
2020
$1K ﹤0.01%
145
2021
$1K ﹤0.01%
15
-30
2022
$1K ﹤0.01%
15
-9
2023
$1K ﹤0.01%
813
+56
2024
$1K ﹤0.01%
1,203
-4,615
2025
$1K ﹤0.01%
1,131
-1,333
79 80
81
82 83