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
$94B
AUM Growth
+$5.35B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,575
New
Increased
Reduced
Closed

Top Buys

1
+$455M
2
+$306M
3
+$234M
4
CL icon
Colgate-Palmolive
CL
+$212M
5
NWE icon
NorthWestern Energy
NWE
+$193M

Top Sells

1
+$545M
2
+$293M
3
+$210M
4
BAX icon
Baxter International
BAX
+$171M
5
DLTR icon
Dollar Tree
DLTR
+$160M

Sector Composition

1 Technology 20.36%
2 Healthcare 14.2%
3 Financials 13.3%
4 Industrials 9.5%
5 Consumer Discretionary 9.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$2K ﹤0.01%
37
2027
$2K ﹤0.01%
+137
2028
$2K ﹤0.01%
+89
2029
$2K ﹤0.01%
+89
2030
$2K ﹤0.01%
31
-106,203
2031
$2K ﹤0.01%
129
2032
$2K ﹤0.01%
+54
2033
$2K ﹤0.01%
+109
2034
$2K ﹤0.01%
+306
2035
$2K ﹤0.01%
+5
2036
$2K ﹤0.01%
16
2037
$2K ﹤0.01%
21
-25,078
2038
$2K ﹤0.01%
+440
2039
$1K ﹤0.01%
4
-10,997
2040
$1K ﹤0.01%
116
-2,176
2041
$1K ﹤0.01%
8
-10,219
2042
$1K ﹤0.01%
+43
2043
$1K ﹤0.01%
49
-19,706
2044
$1K ﹤0.01%
+31
2045
$1K ﹤0.01%
+9
2046
$1K ﹤0.01%
+59
2047
$1K ﹤0.01%
+20
2048
$1K ﹤0.01%
+33
2049
$1K ﹤0.01%
+87
2050
$1K ﹤0.01%
+128
80 81
82
83 84