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 14.21%
4 Consumer Discretionary 9.21%
5 Industrials 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
– –
-175,056
2027
– –
-2,165
2028
– –
0
2029
– –
-1,305
2030
– –
-1,173
2031
– –
-2,738
2032
– –
-826
2033
– –
-78,874
2034
– –
-1,531
2035
– –
-21,267
2036
– –
-847
2037
– –
-2,437
2038
– –
-794
2039
– –
-3,210
2040
– –
-84,185
2041
– –
-900
2042
– –
-365
2043
– –
-11,326
2044
– –
-9,600
2045
– –
-111,600
2046
– –
-260
2047
– –
-2,620
2048
– –
-1,837
2049
– –
-12,000
2050
– –
-1,309
80 81
82
83 84