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
$88.6B
AUM Growth
-$475M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,373
New
Increased
Reduced
Closed

Top Buys

1
+$1.18B
2
+$273M
3
+$176M
4
STVN icon
Stevanato
STVN
+$150M
5
LUV icon
Southwest Airlines
LUV
+$145M

Top Sells

1
+$861M
2
+$359M
3
+$330M
4
DLTR icon
Dollar Tree
DLTR
+$238M
5
LOW icon
Lowe's Companies
LOW
+$234M

Sector Composition

1 Technology 19.9%
2 Healthcare 14.62%
3 Financials 14.22%
4 Consumer Discretionary 9.21%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-3,699
2027
– –
-5,000
2028
– –
-5,073
2029
– –
-1,901
2030
– –
-3,543,487
2031
– –
-50,000
2032
– –
-773
2033
– –
-481
2034
– –
0
2035
– –
-270
2036
– –
-1,518
2037
– –
-30,000
2038
– –
-416
2039
– –
-469
2040
– –
-1,739
2041
– –
-8,624
2042
– –
-2,548
2043
– –
-223
2044
– –
-1,180
2045
– –
-81
2046
– –
-301
2047
– –
-932
2048
– –
-57,359
2049
– –
-720
2050
– –
-46,580
80 81
82
83 84