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
$73.5B
AUM Growth
-$7.73B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,580
New
Increased
Reduced
Closed

Top Buys

1
+$274M
2
+$220M
3
+$219M
4
FIS icon
Fidelity National Information Services
FIS
+$160M
5
KVUE icon
Kenvue
KVUE
+$151M

Top Sells

1
+$517M
2
+$430M
3
+$189M
4
WFC icon
Wells Fargo
WFC
+$189M
5
BAC icon
Bank of America
BAC
+$184M

Sector Composition

1 Technology 19.75%
2 Healthcare 13.74%
3 Financials 13.34%
4 Industrials 11.58%
5 Consumer Discretionary 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$1K ﹤0.01%
29
-2
2027
$1K ﹤0.01%
57
2028
$1K ﹤0.01%
56
2029
$1K ﹤0.01%
238
2030
– –
0
2031
$1K ﹤0.01%
53
2032
$1K ﹤0.01%
16
+5
2033
$1K ﹤0.01%
36
-17
2034
$1K ﹤0.01%
42
-12
2035
$1K ﹤0.01%
12
2036
– –
-37,136
2037
– –
-4,023
2038
– –
-321
2039
– –
-209
2040
$0 ﹤0.01%
12
-352
2041
$0 ﹤0.01%
144
2042
– –
0
2043
– –
-431
2044
$0 ﹤0.01%
83
2045
$0 ﹤0.01%
12
2046
$0 ﹤0.01%
106
+50
2047
– –
-549
2048
$0 ﹤0.01%
8
-206
2049
– –
-8,650
2050
$0 ﹤0.01%
12,772
-268
80 81
82
83 84