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
$73.9B
AUM Growth
-$12.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,698
New
Increased
Reduced
Closed

Top Buys

1
+$729M
2
+$601M
3
+$447M
4
WFC icon
Wells Fargo
WFC
+$276M
5
CSX icon
CSX Corp
CSX
+$255M

Top Sells

1
+$531M
2
+$257M
3
+$246M
4
PEP icon
PepsiCo
PEP
+$244M
5
CL icon
Colgate-Palmolive
CL
+$195M

Sector Composition

1 Technology 18.51%
2 Healthcare 14.98%
3 Financials 13.27%
4 Industrials 10.94%
5 Consumer Discretionary 8.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$5K ﹤0.01%
+1,116
2027
$5K ﹤0.01%
124
-124
2028
$5K ﹤0.01%
174
-9,767
2029
$5K ﹤0.01%
26
-71
2030
$5K ﹤0.01%
337
2031
$5K ﹤0.01%
163
-18
2032
$5K ﹤0.01%
48
+41
2033
$5K ﹤0.01%
460
-6,691
2034
$4K ﹤0.01%
140
-1,347
2035
$4K ﹤0.01%
47
2036
$4K ﹤0.01%
358
-40,571
2037
$4K ﹤0.01%
+193
2038
$4K ﹤0.01%
+70
2039
$4K ﹤0.01%
98
+15
2040
$4K ﹤0.01%
74
-230
2041
$4K ﹤0.01%
380
-65,488
2042
$4K ﹤0.01%
+91
2043
$4K ﹤0.01%
67
-1,582
2044
$4K ﹤0.01%
18
-71
2045
$4K ﹤0.01%
168
2046
$3K ﹤0.01%
86
-3,307
2047
$3K ﹤0.01%
60
-72
2048
$3K ﹤0.01%
45
+3
2049
$3K ﹤0.01%
353
-2,711
2050
– –
0
80 81
82
83 84