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
$81.2B
AUM Growth
+$4.94B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,664
New
Increased
Reduced
Closed

Top Buys

1
+$404M
2
+$295M
3
+$241M
4
UNH icon
UnitedHealth
UNH
+$235M
5
SCHW icon
Charles Schwab
SCHW
+$232M

Top Sells

1
+$312M
2
+$292M
3
+$283M
4
FISV
Fiserv Inc
FISV
+$185M
5
CRM icon
Salesforce
CRM
+$179M

Sector Composition

1 Technology 19.56%
2 Healthcare 13.87%
3 Financials 13.29%
4 Industrials 12.02%
5 Consumer Discretionary 8.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
242
-81
2027
$1K ﹤0.01%
57
2028
$1K ﹤0.01%
15
2029
$1K ﹤0.01%
13
+6
2030
$1K ﹤0.01%
47
-57
2031
$1K ﹤0.01%
10
-4
2032
$1K ﹤0.01%
+11
2033
$1K ﹤0.01%
67
2034
$1K ﹤0.01%
9
-14
2035
$1K ﹤0.01%
3
-951
2036
$1K ﹤0.01%
18
-2,184
2037
$1K ﹤0.01%
9
-5
2038
$1K ﹤0.01%
18
2039
$1K ﹤0.01%
502
2040
$1K ﹤0.01%
31
-976
2041
$1K ﹤0.01%
56
-1,919
2042
$1K ﹤0.01%
238
2043
$1K ﹤0.01%
53
-19
2044
$1K ﹤0.01%
11
-13
2045
$1K ﹤0.01%
53
-208
2046
$1K ﹤0.01%
54
2047
$1K ﹤0.01%
67
2048
$1K ﹤0.01%
12
2049
– –
-2,039
2050
– –
-16
80 81
82
83 84